Review Agencyzoom policy records with 21risk compliance data
Start a compliance check from an Agencyzoom update and get a clear view of the relevant gaps.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Compliance
Retrieves compliance data for sites, categories, and questions.
Why this helps
Policy details and compliance checks live in separate systems, making it easy to miss issues during a busy day.
- Bring relevant policy context into a compliance review.
- Surface missing or inconsistent details sooner.
- Reduce manual switching between agency and compliance tools.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and 21risk once in the Notis portal.
- 2Create an automation and describe which policy records to review against 21risk compliance data.
- 3Choose notis_webhook as the trigger and provide the webhook to the Agencyzoom process that should start it.
- 4Choose where run reports go, then test with one real policy example.
Questions about this workflow
Does Agencyzoom provide the trigger for this workflow?
No. Agencyzoom has no listed trigger events, so this workflow starts through a Notis webhook that an Agencyzoom process can call.
Will this update a 21risk audit?
No. The selected action retrieves compliance data for analysis and reporting. It does not create or modify an audit.
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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