Get a local audit file ready for conversion
Prepare a recurring upload step so a local file can be handed off with a file id when needed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Upload File
Tool to upload a file for conversion. use when you have a local file and need a file id for further conversion.
Why this helps
A local file can stall a conversion workflow when no file id is available to pass along.
- Prepare a file id for a later conversion
- Reduce repeated upload steps
- Keep recurring file preparation in one workflow
Setup
Build it in a few focused steps.
- 1Connect 21risk and Conversion tools once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction that the scheduled run should upload the supplied local audit file for conversion.
- 4Pick a Notis recurring schedule and choose where run reports should go.
- 5Test with one real local file and confirm the upload returns a file id.
Questions about this workflow
Does uploading the file also convert it?
No. This action uploads a local file and returns a file id for a later conversion step.
Can Notis find a local file without it being supplied?
No. The workflow needs the local file to be provided for upload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Conversion tools. A trigger fires from one place; an action lands in another.
21risk triggers
Conversion tools actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
21risk and Conversion tools, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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