Give newly identified remediation work a project
Review compliance work on a schedule and set up a Clientary project when a remediation effort needs coordinated tracking.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 substantial remediation effort can lack a clear home when it is discovered during a periodic compliance review.
- Establish a regular point to review remediation needs.
- Give scoped remediation efforts a dedicated tracking project.
- Keep audit context near the work being planned.
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 review the 21risk audit or checklist information and create a Clientary project for each new remediation scope, using its supplied name and rate.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real remediation scope and review the project.
Questions about this workflow
What does Clientary require for a project?
The available create-project action requires a project name and rate. Provide those details for each remediation effort.
Can it determine whether a finding needs a project?
Describe the criteria in your instruction, such as a supplied priority or scope. If the needed signal is not present in the available 21risk information, provide it as input.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.