Make compliance prospects visible to your team
Capture a prospective organization's details in Clientary when a compliance inquiry needs a business follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A promising inquiry can slip away when the organization is known from compliance work but not entered in the lead pipeline.
- Put prospective organizations into the existing lead list.
- Keep supplied contact and company details together.
- Make business follow-up easier to find and act on.
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 lead when the supplied 21risk request identifies a prospect, using the available company and contact details.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real prospect request and review the lead.
Questions about this workflow
Is every organization in 21risk a sales lead?
No. Specify the conditions that make a request a prospective client, and only submit or process requests that meet those conditions.
What if a contact detail is missing?
Ask Notis to use only details provided or available. Review any incomplete lead and supply missing information through your normal process.
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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