Prepare contacts for audit outreach
Get the right people in view before you start sending updates.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Persons
Tool to retrieve a paginated list of all people. use when listing contacts with pagination and optional includes.
Why this helps
Outreach preparation becomes a scavenger hunt across audit notes and CRM pages.
- Prepare outreach in one pass
- Reduce context switching
- Make stakeholder reviews easier to delegate
Setup
Build it in a few focused steps.
- 1Connect 21risk and Centralstationcrm in Notis once.
- 2Create an automation that says: list the Centralstationcrm people relevant to the stakeholders in the supplied 21risk outreach plan and return a concise contact brief.
- 3Choose a recurring Notis cron schedule or a one-time schedule.
- 4Pick a report channel and test with one outreach plan.
Questions about this workflow
Does it send messages?
No. It only retrieves and organizes contacts for your next step.
What should the source provide?
Provide names, emails, tags, or other identifiers available in your 21risk plan.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Centralstationcrm. A trigger fires from one place; an action lands in another.
21risk triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
21risk and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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