See monthly compliance trends for Agencyzoom accounts
Turn monthly item facts into a short review that helps you decide which Agencyzoom accounts need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Items Per Month
Retrieves monthly item data by question and site.
Why this helps
Monthly compliance patterns are hard to notice when item facts are scattered across reports and client records.
- Review month-by-month item facts in one scheduled pass.
- Spot changes by question and site for follow-up.
- Make account review more consistent without manual data gathering.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and 21risk once in the Notis portal.
- 2Create an automation and describe the accounts, period, and trend questions to review using monthly 21risk item data.
- 3Choose notis_cron and set a monthly schedule.
- 4Choose where run reports go, then test with one real reporting period.
Questions about this workflow
What does the monthly action return?
It retrieves item-per-month fact rows, with one row per question per site per month, using supported OData parameters.
Does Notis know which month-to-month baseline to compare?
It can compare data included in the returned results. If you need a specific baseline or account scope that is not present, state it in the instruction or provide it as context.
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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