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Review your 21risk organization inventory on a schedule

Have an organization overview ready for your regular planning or administration review.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Organizations

Lists organizations.

Why this helps

When organization details are checked only on demand, the review can get pushed aside or require a fresh search each time.

  • Retrieve an organization list for recurring review.
  • Reduce repeated manual lookups in 21risk.
  • Keep an overview in your chosen report channel.

Setup

Build it in a few focused steps.

  • 1Connect 21risk in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Describe the organization inventory summary you want in one instruction.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real example and review the report.

Questions about this workflow

Can the action filter or paginate organizations?

Yes. Get Organizations supports OData parameters for listing, filtering, and pagination after authentication is confirmed.

Does it change organization records?

No. This workflow retrieves and summarizes organization data.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to 21risk. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

21risk actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Compliance

Retrieves compliance data for sites, categories, and questions.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Items (BETA)

Retrieves items for analytics and reporting.

ActionInstant

Get Items Per Month

Retrieves monthly item data by question and site.

ActionInstant

Get Organizations

Lists organizations.

ActionInstant

Get Properties

Retrieves property details related to sites, including insurance information.

ActionInstant

Get Reports

Retrieves audit reports, including draft, published, and scheduled reports.

ActionInstant

Get RiskModel Categories

Retrieves risk model categories used to group questions and compliance checks.

ActionInstant

Get Risk Models

Lists risk models used for audits and compliance.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and 21risk, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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