Review relevant 21risk items before campaign follow-up
A focused, recurring items review can put the records you care about in front of you before campaign follow-up begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Items (BETA)
Retrieves items for analytics and reporting.
Why this helps
Manually paging through item lists makes it harder to stay focused on the records relevant to upcoming follow-up.
- Retrieve a filtered and paged list of items from 21risk.
- Summarize only the scope specified in the automation instructions.
- Use a recurring review to prepare campaign follow-up.
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 which 21risk items to retrieve, including any relevant filter or result limit, and how to summarize them for follow-up.
- 4Choose a recurring schedule and the channel for run reports.
- 5Run one real example and check that the returned items match the intended scope.
Questions about this workflow
Can this action update or assign items?
No. Get Items retrieves a list for analytics and reporting. It does not update or assign records.
Can the workflow inspect an unlimited number of items?
The action supports filtered and paged retrieval. Specify a useful scope and limit in your instructions.
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.
Get Compliance
Retrieves compliance data for sites, categories, and questions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Items (BETA)
Retrieves items for analytics and reporting.
Get Items Per Month
Retrieves monthly item data by question and site.
Get Organizations
Lists organizations.
Get Properties
Retrieves property details related to sites, including insurance information.
Get Reports
Retrieves audit reports, including draft, published, and scheduled reports.
Get RiskModel Categories
Retrieves risk model categories used to group questions and compliance checks.
Get Risk Models
Lists risk models used for audits and compliance.
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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