Bring available 21risk audit reports into opportunity reviews
Keep potential audit context close to a deal change, with available 21risk reports summarized in the run report.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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.
Why this helps
Deal reviews lose time when audit report context lives in a separate system and is easy to overlook.
- Reduce context switching during deal review
- Surface available audit report context near an opportunity change
- Give follow-up a clearer starting point
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 and summarize 21risk reports relevant to the changed opportunity; provide matching criteria if needed.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real opportunity change and confirm the report context is useful.
Questions about this workflow
Can this schedule or publish an audit report?
No. The listed action retrieves reports, including draft, published, and scheduled reports; it does not create, publish, or schedule them.
How are relevant reports identified?
The action supports optional OData filtering, but the trigger and action descriptions do not establish a Salesforce-to-21risk identifier. Supply your matching criteria in the instruction.
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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