Keep organization reviews ready
A recurring organization list gives reviewers a consistent starting point for governance and compliance checks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Organizations
Lists organizations.
Why this helps
Organization review lists can become stale when someone has to remember to rebuild them manually.
- Retrieve and paginate the available organizations.
- Use current governance context from Agility CMS in the summary.
- Make the review list easier to prepare consistently.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and 21risk once in the Notis portal.
- 2Create an automation and describe the organization list and governance context to include.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real run and confirm the list is complete for your review.
Questions about this workflow
Does this create or edit organizations?
No. It retrieves organizations from 21risk for review.
Can it filter organizations?
The action supports OData query parameters; describe the intended review and Notis can use supported parameters where appropriate.
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.
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.
Agility cms and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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