Find matching 21risk organizations from Agencyzoom context
Use a client update to look up organization context and make the next compliance review easier to route.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Organizations
Lists organizations.
Why this helps
Teams lose time guessing which organization record relates to a client before they can start a compliance review.
- Look up organization records when client context changes.
- Reduce guesswork before a compliance review begins.
- Summarize candidate records for a human to confirm.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and 21risk once in the Notis portal.
- 2Create an automation and describe how to use available client details to find likely 21risk organization records.
- 3Choose notis_webhook as the trigger and connect it to the relevant Agencyzoom process.
- 4Choose where run reports go, then test with one client whose organization is known.
Questions about this workflow
Will this automatically link the Agencyzoom client to an organization?
No. The action retrieves organizations. The workflow can present likely matches for review, but it does not create a link or edit either system.
What if organization names are not enough to identify a match?
Have Notis report the ambiguity and request the missing identifier. Do not treat a name-only candidate as confirmed.
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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