Give remediation work a project of its own
When an audit finding needs coordinated work, start a Clientary project with the context your team needs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A collection of related remediation tasks is harder to plan when it has no shared project to organize it.
- Group related remediation work in one project.
- Keep the audit or checklist reference with the project description.
- Make project tracking available alongside client delivery work.
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 project from the supplied 21risk remediation scope, using the provided project name and rate.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real remediation scope and review the project.
Questions about this workflow
What details are needed to create the project?
Clientary's project action requires a name and rate. Include those in the request; Notis can also use supplied audit context in the project details when supported.
Will this create tasks for every finding too?
This workflow creates a project. Create a separate automation if you want supplied findings turned into individual Clientary tasks.
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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