Bring compliance inquiries into Close
Turn an incoming compliance prospect into a lead your team can follow up on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Prospect details can get stranded in a compliance workflow before they become a trackable sales conversation.
- Create a sales record from supplied prospect details.
- Keep the compliance context in the lead description.
- Avoid re-entering company and contact details by hand.
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 create a Close lead from the prospect details included in the request, preserving the compliance inquiry context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect record and review the created lead.
Questions about this workflow
Does this create leads directly from a 21risk event?
No 21risk trigger events are listed. An HTTP request starts this workflow and should include the prospect information.
What if the request has no company name?
The Create Lead action supports basic company information and optional contact details. Supply the required information in the request and check the run report for missing details.
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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