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Notis

See which prospect sites are already in 21risk

Send a lead list to Notis and get a concise view of matching 21risk sites.

Trigger

Webhook received

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

Action

Get Sites

Why this helps

Switching between prospect research and compliance records makes it easy to miss a known site or duplicate follow-up.

  • Finds known sites while lead context is fresh
  • Reduces manual searching across tools
  • Summarizes matches for a quick next step

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 lead details to find matching 21risk sites and summarize the results.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real lead example.

Questions about this workflow

What starts this workflow?

A Notis webhook starts it when it receives an HTTP request containing lead context.

Does it create or update a site?

No. The available 21risk action retrieves sites, and Notis reports matching results.

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.

TriggerScheduled

Get Compliance

Retrieves compliance data for sites, categories, and questions.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Items (BETA)

Retrieves items for analytics and reporting.

ActionInstant

Get Items Per Month

Retrieves monthly item data by question and site.

ActionInstant

Get Organizations

Lists organizations.

ActionInstant

Get Properties

Retrieves property details related to sites, including insurance information.

ActionInstant

Get Reports

Retrieves audit reports, including draft, published, and scheduled reports.

ActionInstant

Get RiskModel Categories

Retrieves risk model categories used to group questions and compliance checks.

ActionInstant

Get Risk Models

Lists risk models used for audits and compliance.

ActionInstant

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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