Look up a 21risk organization when a HubSpot contact is created
A new contact arrives. Notis checks 21risk for the organization you specify and sends the result where you work.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Get Organizations
Tool to retrieve organizations from the 21risk odata api. use when you need to list, filter, or paginate organizations via odata parameters after authentication is confirmed.
Why this helps
New contacts can sit untouched while you switch apps to figure out whether their organization is already in your compliance records.
- Review a relevant organization without leaving your usual channel.
- Keep new contact follow-up moving with a short run report.
- Use your own matching instructions when contact details do not map cleanly to an organization.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and 21risk once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to use the new contact details to find the organization in 21risk and summarize the result; specify how to match it.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact and review the result.
Questions about this workflow
Does this create an organization in 21risk?
No. The available 21risk action retrieves organizations. The automation can summarize a match for your review.
What if the contact does not include an organization name?
Tell Notis how to handle missing details in your instruction. It can report that it could not identify a match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to 21risk. A trigger fires from one place; an action lands in another.
Hubspot triggers
21risk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Compliance
Tool to retrieve compliance data for sites, categories, or questions. use when you need odata-based compliance data for analytics or reporting.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Items (BETA)
Tool to retrieve items (beta) from the 21risk odata api. use when you need a filtered and paged list of items for analytics and reporting. example: get items($filter="item cost gt 100", $top=50).
Contact Created Trigger
Contact Created Trigger
Get Items Per Month
Tool to retrieve fact table data for itemspermonth, one row per question per site per month. use when querying monthly item data with odata parameters ($filter, $top, $skip, $select, maxpagesizeinmb).
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Get Organizations
Tool to retrieve organizations from the 21risk odata api. use when you need to list, filter, or paginate organizations via odata parameters after authentication is confirmed.
Get Properties
Tool to fetch a list of properties related to sites, including cope information and other relevant data. use when you need property insurance details via odata api after authentication.
Get Reports
Tool to retrieve audit reports, including draft, published, and scheduled reports. use when you need a paginated list of reports with optional odata filtering.
Get RiskModel Categories
Tool to retrieve risk model categories for grouping questions and compliance checks. use when you need to filter, select, or paginate risk model categories via odata parameters ($filter, $select, $orderby, $top, $skip, $count).
Get Risk Models
Tool to retrieve risk models used for audits and compliance. use when you need to list available risk models with optional odata queries.
Connect any two apps with Notis in the middle.
Hubspot and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business 21risk.