Review 21risk property details on a schedule
Bring available property and insurance details into a compact review that is easier to follow up on.
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 details and insurance information can be scattered across records that take time to revisit manually.
- Summarize available property and cope details.
- Surface insurance information present in returned data.
- Make recurring property reviews easier to complete.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and 21risk once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the automation you want from any channel.
- 3In one instruction, ask Notis to retrieve property details for the defined scope and summarize only fields present in the results.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real property set and confirm the summary reflects available data.
Questions about this workflow
Does this verify that insurance coverage is adequate?
No. It retrieves property and insurance details. A coverage judgment requires criteria supplied by the user and complete source data.
Can it flag missing policy information?
It can identify missing information only when the retrieved data exposes the relevant field or the user supplies a required-field checklist.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to 21risk. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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