Add 21risk item context to client follow-up
When a client record needs attention, retrieve relevant 21risk items and make the next review easier to act on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Items (BETA)
Retrieves items for analytics and reporting.
Why this helps
Client follow-up takes longer when risk details require a separate search and the reason for checking them gets lost.
- Retrieve a filtered, paged list of 21risk items for review.
- Keep client follow-up connected to a clear risk question.
- Reduce repeat searches across separate tools.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and 21risk once in the Notis portal.
- 2Create an automation and describe which client updates warrant a 21risk item lookup and what risk question to answer.
- 3Choose notis_webhook as the trigger and connect it to the relevant Agencyzoom process.
- 4Choose where run reports go, then test with one real client example.
Questions about this workflow
Can the workflow use any filter for 21risk items?
The action supports filtered and paged item retrieval. State the question and relevant criteria in your instruction; only use criteria supported by the data available.
Will this assign a task in 21risk?
No. The selected action retrieves items for analysis and reporting; it does not assign actions or change 21risk records.
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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