Prepare a risk category brief for campaign planning
A short category brief can make it easier to remember which areas deserve review as you plan upcoming campaigns.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get RiskModel Categories
Retrieves risk model categories used to group questions and compliance checks.
Why this helps
Campaign planning gets harder when teams must recall risk categories from separate references each time.
- Retrieve risk model categories from 21risk.
- Summarize categories relevant to the campaign scope you specify.
- Keep a recurring reference available in run reports.
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 risk model categories to retrieve and how to summarize them for campaign planning.
- 4Choose a recurring schedule and the channel for run reports.
- 5Run one real example and confirm the categories match the intended scope.
Questions about this workflow
Does this workflow decide which categories apply to a campaign?
It retrieves and summarizes categories according to your instructions. Your team should decide which categories apply to a specific campaign.
Can it create a risk model category?
No. The available action retrieves categories and cannot create or change 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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