Bring 21risk risk model context into new lead reviews
When a lead arrives, see the available 21risk models in the same review flow and decide whether compliance context matters.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
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.
Why this helps
New leads can require research across separate tools before you know what context to bring into a conversation.
- Reduce separate research steps during lead review
- Keep model information close to the lead event
- Make the next qualification step easier to decide
Setup
Build it in a few focused steps.
- 1Connect Salesforce and 21risk once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and give it a name.
- 3Describe in one instruction how Notis should retrieve 21risk risk models and summarize any relevance to the new lead; provide criteria if needed.
- 4Pick the Salesforce New Lead trigger and choose where run reports should go.
- 5Test with one real new lead and review the result.
Questions about this workflow
Does this assign a risk rating to the lead?
No. The available action retrieves risk models. Any relevance assessment should follow criteria you provide in the instruction.
Does 21risk receive the lead?
No. This workflow retrieves 21risk information for the run report; the listed actions do not create or update 21risk records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to 21risk. A trigger fires from one place; an action lands in another.
Salesforce 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", $top=50).
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get Items Per Month
Tool to retrieve fact table data for itemspermonth, one row per question per site per month. use when querying monthly item data with odata parameters ($filter, $top, $skip, $select, maxpagesizeinmb).
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Organizations
Tool to retrieve organizations from the 21risk odata api. use when you need to list, filter, or paginate organizations via odata parameters after authentication is confirmed.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Get Properties
Tool to fetch a list of properties related to sites, including cope information and other relevant data. use when you need property insurance details via odata api after authentication.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Reports
Tool to retrieve audit reports, including draft, published, and scheduled reports. use when you need a paginated list of reports with optional odata filtering.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get RiskModel Categories
Tool to retrieve risk model categories for grouping questions and compliance checks. use when you need to filter, select, or paginate risk model categories via odata parameters ($filter, $select, $orderby, $top, $skip, $count).
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce 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.