Update CRM roles from 21risk changes
Keep stakeholder responsibilities current wherever your team works.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Person
Tool to update an existing person by id. use after retrieving the person's current details when you need to modify one or more fields.
Why this helps
Role changes in compliance records can leave CRM contacts outdated and hard to route.
- Reduce stale ownership data
- Route follow-up to the right person
- Keep one consistent stakeholder record
Setup
Build it in a few focused steps.
- 1Connect 21risk and Centralstationcrm in Notis once.
- 2Create an automation that says: find the supplied person in Centralstationcrm and update their role details when 21risk reports a responsibility change.
- 3Choose a Notis webhook trigger.
- 4Select a report channel and test with one role change.
Questions about this workflow
What if no matching person is found?
Tell Notis to report the missing match rather than updating the wrong record.
Can it overwrite unrelated fields?
Instruct Notis to update only the role information supplied by 21risk.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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