Turn compliance actions into Clientary tasks
Move a compliance follow-up into your team's existing task list, with the audit context attached.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Why this helps
Compliance actions can get lost when they live apart from the work your team tracks every day.
- Keep follow-up work visible alongside client work.
- Carry the supplied audit context into the task description.
- Reduce manual copying between compliance and project tools.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Clientary task from the supplied 21risk action details, including its title, context, and any owner or due date provided.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real action and review the created task.
Questions about this workflow
Does this run automatically when an action changes in 21risk?
No 21risk trigger events are available for this workflow. A webhook request starts it, and the request should include the action details or enough information for Notis to retrieve them.
Can it assign a task or set a due date?
Ask Notis to use an assignee or due date when one is supplied. If those details are missing, the task can be created without them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Clientary. A trigger fires from one place; an action lands in another.
21risk triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
21risk and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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