Turn recurring audit reviews into follow-up tasks
Let the scheduled review surface the next action so your team can keep audit work moving.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
A recurring audit review can produce useful findings without a clear path into the team's daily work.
- Create follow-up tasks from actionable review results.
- Keep audit context in Close task text.
- Use recurring reviews to reduce manual handoffs.
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 review the available 21risk audit information and create a Close task for each actionable follow-up surfaced.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real audit review and confirm tasks are specific and actionable.
Questions about this workflow
Can it avoid duplicate tasks across runs?
Only if the information available lets Notis identify previously handled items. State a deduplication rule in the instruction and review the first runs.
Does it modify the audit in 21risk?
No. This package uses a Close task action to carry follow-up work into Close.
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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