Check relevant 21risk items during lead research
Keep the compliance records that matter close to the prospect request that prompted the search.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Items (BETA)
Retrieves items for analytics and reporting.
Why this helps
A relevant item can be overlooked when prospect research and compliance records are reviewed separately.
- Connects a lead inquiry to relevant records
- Summarizes the returned items
- Reduces context switching during review
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 retrieve 21risk items relevant to the incoming lead details and summarize the matches.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real lead and item example.
Questions about this workflow
Can the workflow filter items?
The available action supports retrieving filtered and paged items. Notis can use the request context to guide the lookup.
Does it edit the items?
No. The action retrieves items for review.
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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