Prepare a quarterly customer audit pack
Keep recurring customer evidence ready before the review begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Quarterly audit preparation becomes a scramble when customer evidence is collected late.
- Prepares evidence ahead of review
- Creates a consistent pack structure
- Reduces last minute searching
Setup
Build it in a few focused steps.
- 1Connect 21risk and Ascora once in the Notis portal.
- 2Create an automation named for the quarterly customer audit pack.
- 3Tell Notis to retrieve Ascora customers and summarize the evidence required by the supplied 21risk audit criteria.
- 4Pick a quarterly schedule and choose where run reports should go.
- 5Test with one real scheduled run.
Questions about this workflow
Can the audit criteria change each quarter?
Yes. Update the instruction before the scheduled run when the scope changes.
Does this delete or update records?
No. It retrieves customer data and prepares a report.
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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