Connect prospect research with organization records
Put relevant organization context beside the lead research that prompted the lookup.
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
Prospect details and organization records are easy to review in isolation, slowing down decisions.
- Brings organization records into the prospect review
- Helps spot relevant existing relationships
- Returns a concise, readable brief
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and 21risk in the Notis portal once.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to use the incoming prospect details to find relevant 21risk organizations and summarize matches.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real prospect example.
Questions about this workflow
Does this workflow create an organization?
No. It retrieves organizations from 21risk and reports relevant matches.
What information should the webhook include?
Include the prospect or business details needed to identify a relevant organization.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to 21risk. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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