Find relevant 21risk sites from Agencyzoom client context
Connect a client update to a site lookup so reviewers can begin with the right location context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Sites
Why this helps
A client record may refer to multiple locations, making it easy to review the wrong site or delay follow-up.
- Look up 21risk sites when client details change.
- Surface possible location matches for review.
- Reduce delays caused by searching for the right site.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and 21risk once in the Notis portal.
- 2Create an automation and describe which client details should be used to retrieve relevant 21risk sites.
- 3Choose notis_webhook as the trigger and connect it to the relevant Agencyzoom process.
- 4Choose where run reports go, then test with one client with a known site.
Questions about this workflow
Will the workflow choose and update a site automatically?
No. It retrieves sites for review and reporting. A person should confirm ambiguous matches.
What if Agencyzoom does not provide a location identifier?
Ask Notis to surface missing information or multiple candidates rather than guessing which site is correct.
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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