Refresh your site list for campaign planning
Keep the locations in your planning scope visible in a scheduled summary, so you can start with the right list when campaigns are reviewed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sites
Why this helps
Campaign planning slows down when the current set of relevant sites is scattered across systems or remembered from last time.
- Retrieve sites from 21risk using the scope you specify.
- Summarize the site list in a recurring run report.
- Start campaign planning with an up-to-date lookup.
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 sites to retrieve from 21risk and how to summarize the list for campaign planning.
- 4Choose a recurring schedule and the channel for run reports.
- 5Run one real example and verify that the site scope is correct.
Questions about this workflow
Does this add sites to ActiveCampaign?
No. The available action retrieves sites from 21risk. It does not create or update ActiveCampaign contacts or records.
Can I limit the list to a region or other scope?
The action supports OData query parameters. Specify the scope you need in the automation instructions and verify the returned list.
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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