Prepare renewal follow-ups with 21risk audit reports
Get a scheduled view of audit reports that may need attention before relevant policy renewals.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Reports
Retrieves audit reports, including draft, published, and scheduled reports.
Why this helps
Renewal preparation can stall when audit status is buried in a separate system and no one remembers to check it.
- Put audit report review on a predictable schedule.
- Spot draft, published, or scheduled reports that warrant a closer look.
- Give renewal preparation a concise, repeatable starting point.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and 21risk once in the Notis portal.
- 2Create an automation and tell Notis to review relevant 21risk reports alongside renewal context available from Agencyzoom.
- 3Choose notis_cron and set the schedule for the review.
- 4Choose where run reports go, then test with one real renewal example.
Questions about this workflow
Does this workflow publish reports or change renewal records?
No. The 21risk action retrieves audit reports. Notis can summarize the returned information, but this action does not publish reports or update Agencyzoom.
Can Notis identify renewal dates automatically?
Only if the connected Agencyzoom context supplies those dates. If it does not, include the relevant renewal window in the automation instruction.
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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