Find a matching 21risk organization from an Acculynx lead
Check whether a lead's organization is already represented in 21risk before you plan the next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Organizations
Lists organizations.
Why this helps
Manually checking organization records interrupts lead handling and can make duplicate research easy to miss.
- Retrieve organizations for comparison with lead context.
- Present candidate matches for a person to confirm.
- Avoid repeated organization searches during lead triage.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and 21risk once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for organization lookup.
- 3In one instruction, ask Notis to use the webhook's organization details to retrieve and summarize candidate 21risk organizations.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real lead and confirm that the report gives enough context to identify a match.
Questions about this workflow
Will it create an organization in 21risk?
No. The available action lists organizations; the report provides candidate matches for review.
Can it guarantee a match?
No. Matching depends on the identifiers and organization information provided in the webhook payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to 21risk. A trigger fires from one place; an action lands in another.
Acculynx triggers
21risk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Compliance
Retrieves compliance data for sites, categories, and questions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Items (BETA)
Retrieves items for analytics and reporting.
Get Items Per Month
Retrieves monthly item data by question and site.
Get Organizations
Lists organizations.
Get Properties
Retrieves property details related to sites, including insurance information.
Get Reports
Retrieves audit reports, including draft, published, and scheduled reports.
Get RiskModel Categories
Retrieves risk model categories used to group questions and compliance checks.
Get Risk Models
Lists risk models used for audits and compliance.
Connect any two apps with Notis in the middle.
Acculynx and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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