Add audit report context to a project handoff
Include a current 21risk report snapshot when a webhook signals that project context is ready for a handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Reports
Retrieves audit reports, including draft, published, and scheduled reports.
Why this helps
Important audit report context can get lost when project ownership changes and compliance information lives elsewhere.
- Give handoffs a concise report status overview.
- Help the next owner find relevant audit report context.
- Start the review from an HTTP request.
Setup
Build it in a few focused steps.
- 1Connect Agiled and 21risk once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Describe the outcome in one instruction: retrieve 21risk audit reports and summarize their status for the project handoff.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real handoff example and confirm the report context is actionable.
Questions about this workflow
Can this identify reports for the exact Agiled project?
Only if the webhook provides relevant identifying context and the report data can be matched to it. That relationship is not specified in the action description.
Will Notis assign the handoff actions?
No. This workflow retrieves reports and summarizes their returned information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to 21risk. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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