Gather customer evidence for a 21risk checklist
Answer checklist requests with current customer data in one step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Checklist reviews slow down when evidence must be gathered manually.
- Provides current evidence on request
- Keeps checklist work moving
- Summarizes records for faster review
Setup
Build it in a few focused steps.
- 1Connect 21risk and Ascora once in the Notis portal.
- 2Create an automation named for checklist customer evidence.
- 3Tell Notis to retrieve Ascora customers needed for the supplied checklist item and summarize the evidence.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real checklist request.
Questions about this workflow
Can the checklist define the customer scope?
Yes. Include the scope or criteria in the webhook request.
What does the report contain?
It contains the returned customer information and any gaps identified by Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Ascora. A trigger fires from one place; an action lands in another.
21risk triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Customer
Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Connect any two apps with Notis in the middle.
21risk and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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