Check property details for a campaign review
Bring available property and insurance information into the review when the request points to a specific site.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Properties
Retrieves property details related to sites, including insurance information.
Why this helps
Property details can take extra digging to find when a campaign or customer discussion needs location context.
- Retrieve property details related to identified sites.
- Include available insurance information in the review summary.
- Avoid searching multiple records during a campaign discussion.
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 site details in the incoming request to retrieve relevant 21risk property information and summarize it.
- 4Choose the webhook trigger and the channel for run reports.
- 5Send one real request for a known site and review the returned details.
Questions about this workflow
Does the action return insurance details for every property?
It retrieves available property information related to sites. The returned details depend on the records and scope available in 21risk.
Can it change an insurance record?
No. This workflow retrieves property details; it does not edit them.
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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