Bring 21risk property context into contact research
When a contact comes in, get the relevant property information you asked Notis to find, including available insurance details.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
Property and insurance details can take time to locate when they are separate from your contact records.
- Find relevant property information while contact context is fresh.
- Review available insurance details in a concise report.
- Use a consistent instruction for matching property records.
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 properties from contact details and which details to include in its summary.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact and confirm the property match.
Questions about this workflow
Does this change property insurance information?
No. The available action fetches property details for review.
What if there are multiple matching properties?
Tell Notis to list the matching results and summarize the details you care about. Review the results before acting on them.
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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