Connect Agencyzoom to 21risk

When something happens in Agencyzoom, Notis takes the next step in 21risk. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Agencyzoom to 21risk

View example

Check Agencyzoom policy records against 21risk compliance

Run a focused compliance review when Agencyzoom data changes and surface gaps for follow-up.

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Review 21risk audit reports before Agencyzoom renewals

On a recurring schedule, review available 21risk audit reports alongside Agencyzoom renewal context to flag items needing attention.

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Review 21risk risk items after an Agencyzoom client update

Use a webhook to retrieve filtered 21risk items for review when a client record needs risk context.

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Summarize monthly 21risk item trends for Agencyzoom follow-up

On a schedule, retrieve monthly 21risk item facts and highlight trends that could shape Agencyzoom follow-up.

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Find the right 21risk organization for an Agencyzoom client

When Agencyzoom client context needs a compliance counterpart, retrieve and summarize matching 21risk organizations.

View example

Review 21risk property details for Agencyzoom policy context

Schedule a property detail review to surface COPE and related insurance context alongside Agencyzoom policy records.

View example

Triage 21risk compliance by category for Agencyzoom follow-up

Retrieve 21risk risk model categories when Agencyzoom context prompts a compliance review, then surface the most relevant areas.

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Check available 21risk models for Agencyzoom audit planning

Periodically review available 21risk models and summarize which models may fit the audit needs raised in Agencyzoom context.

View example

Check 21risk sites when Agencyzoom client details change

Use an Agencyzoom webhook to retrieve relevant 21risk sites and flag missing context before a compliance review.

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to 21risk. A trigger fires from one place; an action lands in another.

Agencyzoom 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

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.