Create a quarterly compliance job baseline
Give quarterly planning a consistent snapshot of operational work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Why this helps
Planning discussions drift when each quarter starts with different evidence.
- Creates a repeatable planning snapshot
- Supports quarter to quarter comparison
- Reduces preparation effort
Setup
Build it in a few focused steps.
- 1Connect 21risk and Ascora once in the Notis portal.
- 2Create an automation named for the quarterly compliance job baseline.
- 3Tell Notis to retrieve Ascora jobs and summarize the supplied 21risk baseline criteria for quarterly planning.
- 4Pick a quarterly schedule and choose where run reports should go.
- 5Test with one real scheduled run.
Questions about this workflow
Does Notis store a historical baseline automatically?
The report provides the current snapshot; retain reports where your team can compare them.
What should the baseline include?
Specify the job scope and measures you want summarized in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Ascora. A trigger fires from one place; an action lands in another.
21risk triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Customer
Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Connect any two apps with Notis in the middle.
21risk and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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