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Review sites affected by a location policy update

When a location policy changes, quickly bring the relevant sites into the follow-up review.

Trigger

Webhook received

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

Action

Get Sites

Why this helps

A location-specific policy update can leave teams uncertain about which sites should be checked.

  • Retrieve sites relevant to the location or policy context provided.
  • Give reviewers a concise list to check against the update.
  • Expose when location details are too limited to identify affected sites.

Setup

Build it in a few focused steps.

  • 1Connect Agility CMS and 21risk once in the Notis portal.
  • 2Create an automation and describe how the location policy context should guide a 21risk site lookup.
  • 3Choose a Notis webhook and send it when the location policy update is ready for review.
  • 4Choose where Notis should send run reports.
  • 5Test with one real location policy change and check the returned sites.

Questions about this workflow

Does the workflow decide which sites are legally affected?

No. It retrieves sites using available context and presents them for human review.

Can it start automatically from an Agility CMS event?

Agility CMS trigger events are not available here, so start it with a Notis webhook request.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agility cms to 21risk. A trigger fires from one place; an action lands in another.

Agility cms 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.

Agility cms and 21risk, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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