Bring 21risk property details into campaign preparation
Set a recurring checkpoint to gather available property information before drafting insurance related campaign messages.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Properties
Retrieves property details related to sites, including insurance information.
Why this helps
Preparing property communications can stall when insurance details require a separate lookup across locations.
- Retrieve property details and related COPE information from 21risk.
- Create a recurring review point for insurance communications.
- Keep returned property details together in a Notis run report.
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 relevant 21risk property details, including COPE information, for campaign preparation.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and confirm the returned properties match the intended review.
Questions about this workflow
Does this calculate insurance coverage or recommendations?
No. It retrieves property details, including COPE information. Any interpretation beyond returned data needs an appropriate source.
Can I scope the lookup to selected properties?
Describe the intended scope in the automation prompt and provide required context. The action retrieves property data through OData.
Will it send an ActiveTrail campaign?
No. This workflow retrieves information for review and does not send or edit campaigns.
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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