Gather form definitions when audit preparation starts
A single HTTP request can start a forms lookup and bring its result into your preparation report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Why this helps
Audit preparation loses time when people must pause to locate relevant forms.
- Start the forms lookup from a request.
- Keep the result with audit-preparation context.
- Reduce manual searches across tools.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Connecteam form definitions when an audit-preparation request arrives and include the request context in the report.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real example and check that the returned forms are relevant.
Questions about this workflow
Does it retrieve form responses?
No. The available action retrieves form definitions.
Does this mark audit requirements complete?
No. It supplies form context for the team to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Connecteam. A trigger fires from one place; an action lands in another.
21risk triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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