Pull property insurance context for new tickets
Bring property insurance context into the support conversation before follow-up begins.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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 questions often require a separate search through insurance details and site records.
- Shorten property investigation time
- Surface relevant insurance details
- Make escalations easier to prepare
Setup
Build it in a few focused steps.
- 1Connect Zendesk and 21risk in the Notis portal.
- 2Create an automation and name the property context outcome.
- 3Tell Notis to retrieve matching 21risk properties and summarize relevant insurance details from each new ticket.
- 4Select New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with one property related ticket.
Questions about this workflow
What property information can it retrieve?
It can summarize the property data returned by 21risk, including available insurance and cope related details.
What if the ticket lacks a property identifier?
Ask Notis to flag missing information and list the clues needed for a reliable lookup.
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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