Add follow-up contacts from scheduled 21risk reviews
Keep people who need follow-up from falling out of view by bringing them into HubSpot during a recurring review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
People surfaced during periodic compliance reviews can be forgotten when contact creation depends on a separate manual task.
- Capture people who need follow-up during regular review.
- Reduce manual CRM entry after compliance checks.
- See results and exceptions in your selected report channel.
Setup
Build it in a few focused steps.
- 1Connect 21risk and HubSpot once in the Notis portal.
- 2Create an automation and describe which reviewed people should become HubSpot contacts.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports go, then test with one real review record.
Questions about this workflow
Will every 21risk record become a contact?
Tell Notis which people qualify for follow-up. Test the rule against one real record before relying on it.
Can the workflow update existing contacts instead?
The selected action creates contacts. If you need updates, this action is not the right fit.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Hubspot. A trigger fires from one place; an action lands in another.
21risk triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
21risk and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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