Confirm organization context for campaign review
When a campaign request mentions an organization, have Notis retrieve the relevant 21risk records for a quick context check.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Organizations
Lists organizations.
Why this helps
A campaign review loses momentum when organization details have to be searched separately and matched by memory.
- Look up organizations using context supplied with the request.
- Review paginated organization results in the Notis report channel.
- Reduce manual cross-checking during campaign preparation.
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 retrieve relevant organizations using the context included in the request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real campaign request and verify the organization results.
Questions about this workflow
Does this update 21risk organizations?
No. The action lists, filters, or paginates organizations; it does not modify them.
What context should the request include?
Include the organization identifier or other lookup context needed for the search. The workflow has no ActiveTrail event data to rely on.
Can this return all organizations?
The action supports OData filtering and pagination. The automation should report the returned scope and any pagination limits.
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.
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.
ActiveTrail and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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