Choose an audit starting point with available 21risk models
Keep audit planning moving with a scheduled view of available risk models and the Agencyzoom context you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Risk Models
Lists risk models used for audits and compliance.
Why this helps
Audit planning can pause while teams search for available models and reconstruct why a particular option may fit.
- Retrieve available risk models for planning.
- Summarize model options against a stated audit need.
- Reduce repeated searching before an audit is scoped.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and 21risk once in the Notis portal.
- 2Create an automation and describe the audit needs or Agencyzoom context to compare with available 21risk models.
- 3Choose notis_cron and set the planning review schedule.
- 4Choose where run reports go, then test with one real audit planning example.
Questions about this workflow
Does this create an audit using a model?
No. It retrieves available risk models. Creating an audit is not one of the listed target actions.
What information should the instruction include?
Include the audit purpose and any Agencyzoom context that matters. Ask Notis to state when the retrieved model information does not support a clear fit.
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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