Keep audit report review on your calendar
Have Notis gather 21risk audit reports on a schedule, so report review has a clear place in your communications routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Reports
Retrieves audit reports, including draft, published, and scheduled reports.
Why this helps
Audit reports can sit unnoticed when reviewing them depends on remembering to open a separate system.
- Gather draft, published, and scheduled audit reports in a recurring run.
- Reduce the need to remember a separate manual report check.
- Use the report summary to decide whether an ActiveTrail communication needs attention.
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 available 21risk audit reports and summarize notable report status for review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and confirm the report summary is useful.
Questions about this workflow
Does this publish or edit audit reports?
No. The available 21risk action retrieves reports, including draft, published, and scheduled reports.
Can the schedule be used to send an ActiveTrail email?
The available actions do not send ActiveTrail campaigns. Use the run report to decide whether a communication is needed.
What report data is available?
The action retrieves audit reports. Any comparison or historical baseline that is not returned must be supplied separately.
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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