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Find the 21risk audit reports relevant to a campaign

Bring audit reports into the context of a campaign review, with returned results ready to scan in the Notis run report.

Trigger

Webhook received

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

Action

Get Reports

Retrieves audit reports, including draft, published, and scheduled reports.

Why this helps

Audit reports are easy to overlook when campaign planning and compliance review happen in separate places.

  • Retrieve relevant 21risk reports for the review context.
  • Include draft, published, and scheduled reports when returned by 21risk.
  • Reduce manual searching during campaign planning.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and 21risk once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to use the incoming request context to retrieve relevant 21risk audit reports and summarize them in the run report.
  • 4Choose the webhook trigger and the channel for run reports.
  • 5Send one real campaign review request and inspect the returned reports.

Questions about this workflow

Can this workflow create or publish an audit report?

No. The available action retrieves audit reports for review; it does not create, edit, or publish them.

Can it find a report if the request does not identify what to look for?

The request should include identifying context such as a site, report name, or relevant filter. If that information is missing, Notis may not be able to narrow the results.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Active campaign to 21risk. A trigger fires from one place; an action lands in another.

Active campaign triggers

21risk actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Compliance

Retrieves compliance data for sites, categories, and questions.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Items (BETA)

Retrieves items for analytics and reporting.

ActionInstant

Get Items Per Month

Retrieves monthly item data by question and site.

ActionInstant

Get Organizations

Lists organizations.

ActionInstant

Get Properties

Retrieves property details related to sites, including insurance information.

ActionInstant

Get Reports

Retrieves audit reports, including draft, published, and scheduled reports.

ActionInstant

Get RiskModel Categories

Retrieves risk model categories used to group questions and compliance checks.

ActionInstant

Get Risk Models

Lists risk models used for audits and compliance.

ActionInstant

Connect any two apps with Notis in the middle.

Active campaign and 21risk, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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