Turn unresolved checklist items into follow-up work
Give checklist gaps a clear next step by turning the items your team selects into Clientary tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Unresolved checklist items can remain buried in a compliance view without a clear owner or next action.
- Create follow-up tasks from unresolved checklist items.
- Keep the checklist reference and supplied context with the task.
- Make recurring reviews easier to 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 review the 21risk checklist and create a Clientary task for each unresolved item that meets your stated follow-up criteria.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real unresolved checklist item and review the task.
Questions about this workflow
Can it set an owner or due date?
Include an owner or due date in the checklist information or request. Notis can use those details when creating the task.
How should the automation decide which gaps to create tasks for?
State the criteria in your instruction, for example a particular status or importance level. The needed status or importance must be available to Notis.
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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