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Notis

Review relevant 21risk items before campaign planning

Bring a campaign review request and its item criteria to Notis. Get a focused 21risk item list without a separate search session.

Trigger

Webhook received

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

Action

Get Items (BETA)

Retrieves items for analytics and reporting.

Why this helps

When a campaign references operational or compliance items, finding the right records can interrupt focused campaign work.

  • Retrieve an item list using criteria included with the request.
  • Review a bounded, paged result for campaign planning.
  • Keep findings in a Notis run report for later reference.

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 how Notis should use the request's supplied criteria to retrieve and summarize matching 21risk items.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test using one real campaign review request with known item criteria.

Questions about this workflow

Can Notis create or update 21risk items?

No. The available action retrieves items for reporting and analytics.

Where do the item criteria come from?

The webhook request must provide the criteria. ActiveTrail does not expose a trigger event in this setup.

Can every item be returned at once?

The action supports filtered and paged retrieval. The run should summarize the returned results and note pagination when relevant.

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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