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Notis

Add monthly 21risk item context to project updates

When a project update is ready, use a webhook to bring the relevant monthly item data into a short report.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Items Per Month

Retrieves monthly item data by question and site.

Why this helps

Project updates miss useful compliance context when monthly data is difficult to find at the right moment.

  • Add returned monthly item context to a project update.
  • Start the query from a webhook request.
  • Receive a concise summary of question, site, and month rows.

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 relevant 21risk items per month and summarize the returned rows for a project update.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real example and check that the monthly data supports the update.

Questions about this workflow

Can the webhook identify the right site and month?

It can provide that context in its payload, but the action and matching behavior depend on what the returned data and request support.

Can this create or modify an Agiled update?

The selected action retrieves 21risk monthly item data. Creating an Agiled update is outside the listed action.

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.

TriggerScheduled

Get Compliance

Retrieves compliance data for sites, categories, and questions.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Items (BETA)

Retrieves items for analytics and reporting.

ActionInstant

Get Items Per Month

Retrieves monthly item data by question and site.

ActionInstant

Get Organizations

Lists organizations.

ActionInstant

Get Properties

Retrieves property details related to sites, including insurance information.

ActionInstant

Get Reports

Retrieves audit reports, including draft, published, and scheduled reports.

ActionInstant

Get RiskModel Categories

Retrieves risk model categories used to group questions and compliance checks.

ActionInstant

Get Risk Models

Lists risk models used for audits and compliance.

ActionInstant

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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