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Notis

Check audit reports when a policy changes

A policy update can leave open audits easy to miss. Start a review when the release is ready and get the relevant 21risk reports together.

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

After publishing a policy change, teams may not know which audits or reports need a second look.

  • Review available draft, published, and scheduled reports after a policy release.
  • Keep the policy change and audit review in one workflow.
  • Surface missing report context for a person to follow up.

Setup

Build it in a few focused steps.

  • 1Connect Agility CMS and 21risk once in the Notis portal.
  • 2Create an automation and describe that a policy release should prompt a review of relevant 21risk reports.
  • 3Choose a Notis webhook as the trigger and send it when the release is ready for review.
  • 4Choose where Notis should send run reports.
  • 5Test with one real policy release and confirm the retrieved reports are relevant.

Questions about this workflow

Does Agility CMS provide the trigger for this workflow?

No. Start it with a Notis webhook request when your release process is ready for a review.

Does this publish or update anything in 21risk?

No. The selected 21risk action retrieves reports so Notis can summarize them for review.

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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