Keep property insurance details in view
Receive a recurring summary of available 21risk property and insurance details, ready for a quick review.
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 insurance information can be easy to overlook when it sits outside the project's regular planning rhythm.
- Bring available insurance details into a planned review.
- Review property information with less context switching.
- Create a regular checkpoint for insurance follow-up.
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 property details and summarize the available insurance information for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify which property details are returned.
Questions about this workflow
Does this retrieve insurance information for every property?
The action fetches properties related to sites, including cope information and other relevant details. Specify the intended scope and confirm the returned data.
Can it flag missing insurance information?
Notis can identify missing information only when the returned property data makes the gap clear or you supply criteria for what should be present.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business 21risk.