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Build a job snapshot for a risk review

Start a risk review with the operational picture already assembled.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Jobs

Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.

Why this helps

Risk reviews become fragmented when job information is gathered from memory.

  • Assembles job context quickly
  • Makes unresolved work visible
  • Supports consistent reviews

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Ascora once in the Notis portal.
  • 2Create an automation named for risk review snapshots.
  • 3Tell Notis to retrieve Ascora jobs for the supplied risk scope and summarize material status information.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Test with one real risk review request.

Questions about this workflow

Can the scope change per request?

Yes. Include the relevant customer, dates, or job criteria in each webhook request.

Does this alter Ascora data?

No. It retrieves jobs and prepares a summary.

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.

TriggerScheduled

Delete Customer

Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Quotation

Tool to create a new quotation. use when submitting a customer quote request via the ascora api.

ActionInstant

Delete Customer

Tool to delete a specific customer by id. use after confirming the customer exists.

ActionInstant

Get Customers

Tool to retrieve a list of customers. use after authenticating with your api key.

ActionInstant

Get Jobs

Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.

ActionInstant

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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