Keep property insurance details easy to review
Have Notis gather the insurance information available for properties and make follow-up easier to spot.
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
Insurance details can take time to locate when property information lives in a separate system.
- Gather available insurance-related property details into a summary.
- Make periodic reviews easier to start and finish.
- Highlight missing context for a human follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinity and 21risk once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it Property Insurance Detail Review.
- 3Tell Notis to retrieve available 21risk property details and summarize insurance information, noting fields that are absent.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and review the returned property details.
Questions about this workflow
Does this verify that insurance coverage is adequate?
No. It retrieves property data, including insurance-related details when available. A qualified person must assess coverage.
Can it include COPE information?
The action description says it can fetch property details including COPE information. Which exact fields are returned depends on the data available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to 21risk. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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