Find site associations for new users
Know which locations may matter before the onboarding conversation starts.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Sites
Tool to retrieve sites (locations) from the 21risk odata api. use when you need to list, filter, or page sites with odata query parameters after authentication is confirmed.
Why this helps
Teams often need to reconstruct a new user's site relationship from scattered information.
- Speed up location based onboarding
- Highlight site information to verify
- Reduce manual research for each new user
Setup
Build it in a few focused steps.
- 1Connect Zendesk and 21risk in the portal.
- 2Create the automation and state the site association brief you want.
- 3Tell Notis to find plausible 21risk sites for each new user and explain the evidence.
- 4Choose New User Created as the trigger and select a report destination.
- 5Test with a known user and site.
Questions about this workflow
Does this assume every user has one site?
No. Instruct Notis to report multiple possible sites when the available data supports them.
Can it confirm a site automatically?
It can summarize returned site data, while your instruction can require a human confirmation for uncertain matches.
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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No card. Works with personal or business 21risk.