Check audit reports when a deal moves forward
Keep deal reviews moving with audit report context gathered when the deal stage changes.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get Reports
Tool to retrieve audit reports, including draft, published, and scheduled reports. use when you need a paginated list of reports with optional odata filtering.
Why this helps
Audit reports can be overlooked when a deal moves quickly and review details are scattered across tools.
- Make report review part of an existing deal milestone.
- See relevant draft, published, or scheduled reports in one brief.
- Use consistent report criteria across deal reviews.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and 21risk once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis how to identify relevant reports for a deal and which report details to include.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal update and confirm the report brief is useful.
Questions about this workflow
Does this create or schedule an audit report?
No. It retrieves existing reports for review.
Can the report lookup use the deal company?
Tell Notis how to use the deal details to identify the relevant 21risk records. Provide any matching information that is missing from the event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to 21risk. A trigger fires from one place; an action lands in another.
Hubspot triggers
21risk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Compliance
Tool to retrieve compliance data for sites, categories, or questions. use when you need odata-based compliance data for analytics or reporting.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Items (BETA)
Tool to retrieve items (beta) from the 21risk odata api. use when you need a filtered and paged list of items for analytics and reporting. example: get items($filter="item cost gt 100", $top=50).
Contact Created Trigger
Contact Created Trigger
Get Items Per Month
Tool to retrieve fact table data for itemspermonth, one row per question per site per month. use when querying monthly item data with odata parameters ($filter, $top, $skip, $select, maxpagesizeinmb).
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Get Organizations
Tool to retrieve organizations from the 21risk odata api. use when you need to list, filter, or paginate organizations via odata parameters after authentication is confirmed.
Get Properties
Tool to fetch a list of properties related to sites, including cope information and other relevant data. use when you need property insurance details via odata api after authentication.
Get Reports
Tool to retrieve audit reports, including draft, published, and scheduled reports. use when you need a paginated list of reports with optional odata filtering.
Get RiskModel Categories
Tool to retrieve risk model categories for grouping questions and compliance checks. use when you need to filter, select, or paginate risk model categories via odata parameters ($filter, $select, $orderby, $top, $skip, $count).
Get Risk Models
Tool to retrieve risk models used for audits and compliance. use when you need to list available risk models with optional odata queries.
Connect any two apps with Notis in the middle.
Hubspot and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business 21risk.