Review monthly 21risk item trends before campaign planning
A monthly view of item data can make recurring changes easier to notice before they get buried in one-off checks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Items Per Month
Retrieves monthly item data by question and site.
Why this helps
Comparing monthly compliance information by hand takes time and makes gradual changes harder to spot.
- Retrieve monthly item facts by question and site.
- Summarize changes across the returned months.
- Bring trend review into a recurring campaign planning routine.
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, questions, and period to review from 21risk monthly item data, and how to summarize notable changes.
- 4Choose a recurring schedule and the channel for run reports.
- 5Run one real example and confirm the returned period and scope are useful.
Questions about this workflow
Does 21risk provide historical data for any period?
The action retrieves available monthly item data. Specify the period and scope, and review the returned data to confirm availability.
Can this workflow prove that a campaign caused a compliance change?
No. It can summarize returned monthly patterns, but the data alone does not establish what caused a change.
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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