Keep your 21risk site directory easy to review
Bring the current list of locations into the rhythm of your regular oversight.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sites
Why this helps
Site lookups can interrupt planning when the current location list is buried in another system.
- Retrieve and summarize site locations on a recurring schedule.
- Make location information easier to review alongside other work.
- Use supported filters or pagination when the lookup requires them.
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 site directory 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 site list be filtered or paged?
Get Sites supports OData query parameters for filtering and paging after authentication is confirmed.
Does this change site records?
No. It retrieves site data and prepares a summary for your report.
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.
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.
ActiveMerge and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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