Keep risk categories handy for compliance campaigns
Build a recurring category reference from 21risk so campaign planning can start with the right grouping vocabulary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get RiskModel Categories
Retrieves risk model categories used to group questions and compliance checks.
Why this helps
Campaigns can be delayed when the category language used in compliance data is not close at hand.
- Retrieve risk model categories for grouping questions and checks.
- Keep category reference material in a recurring report.
- Reduce time spent searching for the right compliance grouping during planning.
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 retrieve and summarize 21risk risk model categories as a campaign planning reference.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and confirm the category summary is clear.
Questions about this workflow
Are these campaign categories from ActiveTrail?
No. They are risk model categories retrieved from 21risk.
Can Notis determine which categories apply to a campaign?
It can summarize returned categories. Selecting applicable categories requires campaign context supplied by you.
Does this change risk model categories?
No. The supported action retrieves categories and does not edit them.
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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