Review stakeholder history before follow-up
Approach follow-up with the milestones your CRM already knows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Person Historic Events
Tool to retrieve all historic events for a specific person. use when you need to list a person's historical dates after confirming their id.
Why this helps
Follow-ups feel repetitive or poorly timed when prior milestones are hidden.
- Improve timing and relevance
- Reduce repeated questions
- Give founders a concise relationship brief
Setup
Build it in a few focused steps.
- 1Connect 21risk and Centralstationcrm in Notis once.
- 2Create an automation that says: retrieve historic events for the supplied 21risk stakeholders and summarize milestones relevant to the planned follow-up.
- 3Choose a recurring Notis cron schedule.
- 4Pick a report channel and test with one stakeholder list.
Questions about this workflow
Does it create new historic events?
No. It only retrieves existing events.
What if no history exists?
Have Notis report that no historic events were found for the person.
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
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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
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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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