Add 21risk property context to subscriber onboarding
Give onboarding teams the property details they need while context is fresh.
Trigger
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
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 research often becomes a separate task that delays early qualification.
- Makes early qualification more informed
- Reduces duplicate property searches
- Produces a shareable onboarding summary
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and 21risk in Notis once.
- 2Create an automation named Subscribe property context.
- 3Tell Notis to retrieve matching 21risk properties and summarize relevant details after each subscription.
- 4Pick the Mailchimp Subscribe Trigger.
- 5Choose a report channel and test with one real subscription.
Questions about this workflow
Can it retrieve insurance details?
Yes. The Get Properties action includes property and insurance-related information available from 21risk.
Can the result be limited to one location?
Yes. State the location or OData filter in the prompt.
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.
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", $top=50).
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Get Items Per Month
Tool to retrieve fact table data for itemspermonth, one row per question per site per month. use when querying monthly item data with odata parameters ($filter, $top, $skip, $select, maxpagesizeinmb).
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Get Organizations
Tool to retrieve organizations from the 21risk odata api. use when you need to list, filter, or paginate organizations via odata parameters after authentication is confirmed.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Get Properties
Tool to fetch a list of properties related to sites, including cope information and other relevant data. use when you need property insurance details via odata api after authentication.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
Get Reports
Tool to retrieve audit reports, including draft, published, and scheduled reports. use when you need a paginated list of reports with optional odata filtering.
Get RiskModel Categories
Tool to retrieve risk model categories for grouping questions and compliance checks. use when you need to filter, select, or paginate risk model categories via odata parameters ($filter, $select, $orderby, $top, $skip, $count).
Get Risk Models
Tool to retrieve risk models used for audits and compliance. use when you need to list available risk models with optional odata queries.
Connect any two apps with Notis in the middle.
Mailchimp and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business 21risk.