Bring property insurance context into lead research
When a property matters to a prospect review, make its available 21risk details easier to see.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Properties
Retrieves property details related to sites, including insurance information.
Why this helps
Property insurance details may sit apart from the research that prompted a business conversation.
- Surfaces available property information for review
- Keeps the lookup tied to its lead context
- Avoids repetitive manual searching
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 request to retrieve relevant 21risk property details and summarize available insurance information.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real property example.
Questions about this workflow
Does this workflow determine whether a property is insured?
It summarizes the property details returned by 21risk. It does not make coverage determinations beyond those records.
Does it change property records?
No. The available action retrieves property details.
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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