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Notis

Match new subscribers to 21risk organizations

Give every new relationship the right organizational context from day one.

Trigger

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

Action

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.

Why this helps

New subscribers can enter the funnel without a clear link to the organization they represent.

  • Improves new-subscriber context
  • Flags ambiguous organization matches
  • Reduces duplicate research

Setup

Build it in a few focused steps.

  • 1Connect Mailchimp and 21risk in Notis once.
  • 2Create an automation named New subscriber organization context.
  • 3Tell Notis to search 21risk organizations for a likely match and summarize the evidence after each subscription.
  • 4Pick the Mailchimp Subscribe Trigger.
  • 5Choose a report channel and test with one real subscription.

Questions about this workflow

What happens when there are multiple matches?

Notis can list the candidate organizations and explain which details distinguish them.

Does it create an organization?

No. The available action retrieves organizations only.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Mailchimp to 21risk. A trigger fires from one place; an action lands in another.

Mailchimp triggers

21risk actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Compliance

Tool to retrieve compliance data for sites, categories, or questions. use when you need odata-based compliance data for analytics or reporting.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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).

ActionInstant

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

TriggerInstant

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).

ActionInstant

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

TriggerInstant

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.

ActionInstant

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

TriggerInstant

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.

ActionInstant

Unsubscribe Trigger

Triggered when a subscriber unsubscribes from Mailchimp

TriggerInstant

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.

ActionInstant

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).

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Mailchimp 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.