Bring 21risk property details into policy review
Make property information easier to review by gathering 21risk details alongside the Agencyzoom policy context you specify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Properties
Retrieves property details related to sites, including insurance information.
Why this helps
Property and policy details can be split across systems, leaving reviewers to chase information before assessing a record.
- Retrieve property details related to sites, including available COPE information.
- Give policy review a more complete context.
- Make recurring property checks easier to plan.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and 21risk once in the Notis portal.
- 2Create an automation and describe which Agencyzoom policy context should be reviewed alongside 21risk property details.
- 3Choose notis_cron and set the review schedule.
- 4Choose where run reports go, then test with one real property example.
Questions about this workflow
Does the action return every insurance detail?
It retrieves property details related to sites, including COPE information and other relevant data available through the 21risk API.
Will the workflow change policy or property records?
No. This action fetches property details for review and reporting.
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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