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Keep partner reviews ready each month

Start monthly partner checks with a prepared company profile summary.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Company Find

Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.

Why this helps

Partner review meetings lose time when background research starts on the same day.

  • Improves meeting preparation
  • Creates consistent partner context
  • Reduces last minute research

Setup

Build it in a few focused steps.

  • 1Connect both apps in Notis.
  • 2Create a monthly partner company review automation.
  • 3Tell Notis to look up each supplied partner domain and prepare a concise profile summary for 21risk planning.
  • 4Choose notis_cron and set the monthly schedule.
  • 5Pick a report destination and test with one partner domain.

Questions about this workflow

Can I include only selected partners?

Yes. Supply the exact partner domains that should be reviewed in the scheduled input.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 21risk to Bigpicture io. A trigger fires from one place; an action lands in another.

21risk triggers

Bigpicture io actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Company Find

Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

IP to Company Lookup

Tool to lookup company by ip address. use after obtaining an ip to get detailed company info.

ActionInstant

Name to Domain Search

Tool to find company domain(s) by company name. use when you have a company name and need up to 3 likely domains.

ActionInstant

Connect any two apps with Notis in the middle.

21risk and Bigpicture io, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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