Keep audit remediation moving in Close
Send a finding to Notis and get a clear next step into your sales workspace.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
Why this helps
Audit findings can lose momentum when remediation steps live separately from the conversations and follow-ups your team already tracks.
- Turn a finding into a concrete follow-up.
- Keep remediation visible alongside sales work.
- Use a supplied due date when the finding includes one.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to turn each supplied audit finding into a concise Close task; include a due date only when provided.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real finding and confirm the task is useful.
Questions about this workflow
Does 21risk start this automatically?
No. 21risk has no listed trigger events. This workflow starts when an HTTP request reaches its Notis webhook.
Can it infer a due date?
Use a due date supplied in the request or tell Notis to leave it unspecified when none is provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Close. A trigger fires from one place; an action lands in another.
21risk triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id.
Create Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
Create Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
Delete Call
This tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone.
Get Notes
This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
Connect any two apps with Notis in the middle.
21risk and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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