Review 21risk site details when Salesforce account information changes
See the 21risk site context alongside an account update, so you can spot location details that need a closer look.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Get Sites
Tool to retrieve sites (locations) from the 21risk odata api. use when you need to list, filter, or page sites with odata query parameters after authentication is confirmed.
Why this helps
Account updates can sit unnoticed while someone separately checks whether a related site exists in 21risk.
- Bring site context into the account follow-up
- Catch missing or unclear site matches sooner
- Keep the review tied to the account change
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 use the changed account details to look up a likely 21risk site and summarize the result; provide the matching convention if needed.
- 4Pick the Salesforce Account Created or Updated trigger and choose where run reports should go.
- 5Test with one real account update and review the site match.
Questions about this workflow
Does this create a 21risk site?
No. The available 21risk action retrieves sites. Use the run report to review a match and handle any needed changes separately.
How does Notis know which site matches an account?
The available event and action descriptions do not specify a shared identifier. Include your matching convention in the instruction, such as an account name or address, if those details are available.
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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