Add available person details to audit contacts
When an audit task includes an email address, look up available person details and return them with the compliance context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Reverse Lookup Person by Email
Tool to retrieve a person’s profile from an email address. Use when you want to enrich a valid email with associated person details.
Why this helps
An email address alone may not give an auditor enough context to identify the right contact for follow-up.
- Add available profile context to an audit contact.
- Keep returned details tied to the task that prompted the lookup.
- Reduce manual research before compliance follow-up.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Clearout once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3In one instruction, ask Notis to use the supplied audit contact email with Clearout Reverse Lookup Person by Email and report returned details with the task context.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real audit task and contact email.
Questions about this workflow
What does this lookup return?
Clearout may return person profile details associated with the supplied email. The available information depends on the lookup result.
Does this confirm that the person is authorized for the audit?
No. The lookup enriches the contact record with returned details; it does not establish authorization or compliance status.
What starts the lookup?
A Notis webhook request containing the contact email and useful audit context starts the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Clearout. A trigger fires from one place; an action lands in another.
21risk triggers
Clearout 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 Clearout, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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