Look up organization context for a campaign review
Get the organization context you need into the same run report as the campaign request, using a focused 21risk lookup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Organizations
Lists organizations.
Why this helps
Campaign reviews can lose time when a reviewer has to search for the right organization before checking its risk context.
- Retrieve matching organizations from 21risk.
- Summarize the returned organization context for a reviewer.
- Keep a campaign inquiry and its lookup result together.
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 search 21risk organizations using the identifying details in the incoming request and summarize matching results.
- 4Choose the webhook trigger and the channel for run reports.
- 5Send a real request for a known organization and check the result.
Questions about this workflow
Does this workflow update organization records?
No. The available action retrieves organizations from 21risk and does not update them.
What if several organizations match?
The run report can summarize the matches returned. Include distinguishing details in the request so the lookup can be more specific.
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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