Find the right 21risk sites for a campaign review
Pass site or organization context from a campaign review request and get relevant 21risk site records in one run.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Sites
Why this helps
Looking up locations by hand while preparing a message adds context switching and raises the chance of reviewing the wrong site.
- Retrieve sites relevant to supplied campaign context.
- Use a run report to check which locations the request refers to.
- Keep site lookup separate from campaign delivery decisions.
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 site or organization details to retrieve relevant 21risk sites.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real campaign request that includes known site context.
Questions about this workflow
Does ActiveTrail automatically provide the site details?
No. ActiveTrail exposes no trigger events here, so the workflow begins with an HTTP request containing the relevant context.
Does this action return site insurance details?
No. This action retrieves sites. Use the separate Get Properties action for property details including insurance information.
Can this assign a campaign to a site?
No. The available action looks up sites; it does not assign or update records.
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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