Find the risk categories that fit a lead review
Use prospect context to focus a category lookup and get a short, useful summary.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get RiskModel Categories
Retrieves risk model categories used to group questions and compliance checks.
Why this helps
Finding the right category among broad compliance data can distract from deciding what to do next.
- Narrows attention to relevant returned categories
- Keeps context with the lead request
- Makes the next review easier to start
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 risk model categories relevant to the incoming prospect context and summarize them.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real prospect example.
Questions about this workflow
Does it assign a risk score to a prospect?
No. The action retrieves risk model categories; Notis can summarize matching context but does not create an unsupported score.
Can I provide a specific topic in the request?
Yes. Include the topic or business context in the incoming webhook request.
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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