Keep a useful overview of sites in 21risk
Get the current site list in a short summary when your review schedule comes around.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sites
Why this helps
A site directory can be time consuming to scan when you only need a quick overview.
- Makes a directory review faster
- Provides a concise snapshot of returned sites
- Keeps the review routine predictable
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 sites and summarize the returned directory.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real site directory result.
Questions about this workflow
Can it show changes since the last review?
Only if history or a prior baseline is supplied. Otherwise it summarizes the current directory results.
Can I narrow the site lookup?
The sites action supports query parameters. Describe the scope you want in the automation instruction.
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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