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Notis

Look up 21risk compliance data while preparing a campaign

Before a compliance campaign goes out, get the relevant 21risk data in one run report, alongside the campaign context you provide.

Trigger

Webhook received

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

Action

Get Compliance

Retrieves compliance data for sites, categories, and questions.

Why this helps

Switching between campaign drafts and compliance records makes it easy to miss the specific site or question a message refers to.

  • Review the latest relevant compliance data without leaving the campaign workflow.
  • Keep each lookup tied to the site, category, or question supplied in the webhook request.
  • Use the run report to inform campaign copy; it does not send or edit ActiveTrail campaigns.

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and 21risk once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Describe that Notis should use the request's site, category, or question context to retrieve relevant 21risk compliance data.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real campaign question sent to the workflow's webhook URL.

Questions about this workflow

Does this start automatically when an ActiveTrail campaign is created?

No. ActiveTrail has no trigger events in this setup. The workflow starts when an HTTP request reaches its Notis webhook.

What should the request include?

Include the site, category, or compliance question that should guide the lookup. The request must supply context that 21risk does not provide.

Will this send or change a campaign?

No. The available 21risk action retrieves compliance data. ActiveTrail campaign sending or editing is not part of this workflow.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

ActiveTrail 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.

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

When this happens · Trigger

Do this · Action

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