Review relevant compliance data at each deal stage change
A stage change can prompt a quick compliance review, so the right context reaches you while the deal is active.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get Compliance
Tool to retrieve compliance data for sites, categories, or questions. use when you need odata-based compliance data for analytics or reporting.
Why this helps
Deal reviews can stall when compliance context has to be found manually across systems.
- Bring compliance context into deal review at a useful moment.
- Get a focused summary in your chosen report channel.
- Specify which site, category, or question data is relevant.
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 give it a name.
- 3Tell Notis how to identify the relevant 21risk site or records from the deal and what compliance data to summarize.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal stage update and review the snapshot.
Questions about this workflow
Can the automation block or approve the deal?
No. The available action retrieves compliance data. Use the report to inform your own deal review.
Can I make the summary specific to a deal stage?
Yes. Include the stage-specific review instructions in the prompt. The trigger event is the deal stage update.
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
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