Convert sales notes into compliance follow up
Keep risk work connected to the conversations that create it.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Get Compliance
Tool to retrieve compliance data for sites, categories, or questions. use when you need odata-based compliance data for analytics or reporting.
Why this helps
Important compliance details stay buried in notes until someone manually revisits them.
- Capture compliance implications from notes
- Reduce forgotten follow ups
- Give teams a concise action brief
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and 21risk.
- 2Create an automation that interprets each new note and checks compliance data.
- 3Select New Note Received as the trigger.
- 4Choose a report channel and test with one representative note.
Questions about this workflow
Will Notis invent compliance findings?
No. It summarizes returned 21risk data and clearly marks unavailable information.
Can the note include a customer question?
Yes. Ask Notis to compare the question with the relevant compliance results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to 21risk. A trigger fires from one place; an action lands in another.
Pipedrive 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", $top=50).
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Get Items Per Month
Tool to retrieve fact table data for itemspermonth, one row per question per site per month. use when querying monthly item data with odata parameters ($filter, $top, $skip, $select, maxpagesizeinmb).
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Organizations
Tool to retrieve organizations from the 21risk odata api. use when you need to list, filter, or paginate organizations via odata parameters after authentication is confirmed.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get Properties
Tool to fetch a list of properties related to sites, including cope information and other relevant data. use when you need property insurance details via odata api after authentication.
Get Reports
Tool to retrieve audit reports, including draft, published, and scheduled reports. use when you need a paginated list of reports with optional odata filtering.
Get RiskModel Categories
Tool to retrieve risk model categories for grouping questions and compliance checks. use when you need to filter, select, or paginate risk model categories via odata parameters ($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.
Pipedrive and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business 21risk.