Create a risk category guide for new users
Help your team focus onboarding on the risk categories most likely to matter.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
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, $count).
Why this helps
Category selection is easy to postpone when the team lacks a quick starting point.
- Create a faster onboarding starting point
- Focus reviews on relevant categories
- Make category discussions easier to document
Setup
Build it in a few focused steps.
- 1Connect Zendesk and 21risk in the Notis portal.
- 2Create an automation and name the category guide outcome.
- 3Tell Notis to retrieve relevant 21risk risk model categories for each new user and summarize their purpose.
- 4Pick New User Created as the trigger and select where reports should go.
- 5Test with one new user.
Questions about this workflow
Can the guide include category explanations?
Yes. Ask Notis to summarize each returned category in plain language and connect it to the onboarding context.
Are categories created or changed?
No. This workflow retrieves risk model categories and prepares a guide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to 21risk. A trigger fires from one place; an action lands in another.
Zendesk triggers
21risk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Compliance
Tool to retrieve compliance data for sites, categories, or questions. use when you need odata-based compliance data for analytics or reporting.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Items (BETA)
Tool to retrieve items (beta) from the 21risk odata api. use when you need a filtered and paged list of items for analytics and reporting. example: get items($filter="item cost gt 100", $top=50).
New User Created
Triggered when a new user is created in Zendesk.
Get Items Per Month
Tool to retrieve fact table data for itemspermonth, one row per question per site per month. use when querying monthly item data with odata parameters ($filter, $top, $skip, $select, maxpagesizeinmb).
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Organizations
Tool to retrieve organizations from the 21risk odata api. use when you need to list, filter, or paginate organizations via odata parameters after authentication is confirmed.
Get Properties
Tool to fetch a list of properties related to sites, including cope information and other relevant data. use when you need property insurance details via odata api after authentication.
Get Reports
Tool to retrieve audit reports, including draft, published, and scheduled reports. use when you need a paginated list of reports with optional odata filtering.
Get RiskModel Categories
Tool to retrieve risk model categories for grouping questions and compliance checks. use when you need to filter, select, or paginate risk model categories via odata parameters ($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.
Zendesk and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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