Keep property insurance details in a recurring review
Bring available property and insurance details into a regular review for the sites your team tracks.
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
Property details and insurance information can be easy to overlook when partner and risk work are spread across tools.
- Retrieves properties related to sites
- Surfaces available insurance details for review
- Creates a recurring checkpoint for site information
Setup
Build it in a few focused steps.
- 1Connect Adtraction and 21risk once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to retrieve relevant site properties and summarize the available insurance details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and verify the returned property information.
Questions about this workflow
Will every site have insurance details?
The action returns available property details. Some sites may not have insurance information in the returned data.
Does this update property records?
No. The listed action fetches property information for reporting and review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to 21risk. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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