Focus compliance follow-up with 21risk categories
Group a review around the compliance categories most relevant to the Agencyzoom client or policy in front of you.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get RiskModel Categories
Retrieves risk model categories used to group questions and compliance checks.
Why this helps
Broad compliance reviews can feel hard to start when the team has no quick way to focus on relevant areas.
- Retrieve categories to structure a focused review.
- Help reviewers start with relevant compliance areas.
- Make follow-up easier to explain and hand off.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and 21risk once in the Notis portal.
- 2Create an automation and describe the client context and compliance question to use when reviewing categories.
- 3Choose notis_webhook as the trigger and connect it to the relevant Agencyzoom process.
- 4Choose where run reports go, then test with one real compliance question.
Questions about this workflow
Does this action retrieve compliance results?
No. It retrieves risk model categories for grouping questions and compliance checks. Use the compliance action when you need compliance data.
Can it pick categories without supplied context?
Not reliably. Provide the client, policy, or review context in the automation instruction and ask Notis to flag uncertainty.
When this happens · Trigger
Do this · Action
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.
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.
Agencyzoom and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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