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Notis

Surface risk model options for new users

Give onboarding teams a clear view of the risk models that may apply.

Trigger

New User Created

Triggered when a new user is created in Zendesk.

Action

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.

Why this helps

Choosing a suitable risk model can become a separate research task during a busy onboarding flow.

  • Reduce risk model discovery time
  • Make review planning more consistent
  • Give teams a concise shortlist to discuss

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and 21risk once.
  • 2Create an automation and describe how model options should be summarized.
  • 3Ask Notis to retrieve relevant 21risk risk models for each new user and explain why they may fit.
  • 4Select New User Created as the trigger and choose a report channel.
  • 5Test with one real user.

Questions about this workflow

Does this select a model automatically?

It retrieves and explains available models. Your instruction can request a recommendation or a shortlist for human review.

What information guides relevance?

Notis can use the new user's available Zendesk context plus the risk model data returned by 21risk.

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.

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

New User Created

Triggered when a new user is created in Zendesk.

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

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

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

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

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.

Zendesk and 21risk, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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