Make compliance reviews easier to keep up with
Turn a recurring compliance data check into a short, readable update.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Compliance
Retrieves compliance data for sites, categories, and questions.
Why this helps
Periodic compliance reviews often require remembering where to look and what changed in the returned data.
- Creates a predictable review rhythm
- Summarizes returned compliance records
- Reduces manual portal visits
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 compliance data and summarize the results for review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real compliance example.
Questions about this workflow
Can Notis identify changes over time?
Only if the returned data includes a usable history or you provide a baseline. Otherwise it can summarize the current results.
Can it update compliance records?
No. This workflow uses the available data retrieval action.
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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