Keep property insurance context close to audit work
When an audit task changes, a relevant property lookup can bring available insurance details into view for the next review.
Trigger
Task Updated
Triggers when a task is updated. Fires for every kind of update on the task, including comments. If you only care about a specific property changing, prefer the dedicated trigger (`CLICKUP_TASK_STATUS_UPDATED`, etc.) — those are pre-filtered by ClickUp and produce less traffic. `changes[]` can carry any FieldChange variant (`StatusChange`, `PriorityChange`, `AssigneeAddChange`, `AssigneeRemoveChange`, `TagAddChange`, `TagRemoveChange`, `DueDateChange`, `TimeEstimateChange`, `TimeSpentChange`, `NameChange`, `ContentChange`, `CommentChange`, `CustomFieldChange`).
Action
Get Properties
Tool to fetch a list of properties related to sites, including cope information and other relevant data. use when you need property insurance details via odata api after authentication.
Why this helps
Insurance details may be stored separately from audit task updates, leaving reviewers to search for context by hand.
- Retrieve available property details in response to task updates.
- Bring relevant insurance context into the review summary.
- Identify when property details cannot be matched from the task.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and 21risk once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Ask Notis in one instruction to retrieve relevant 21risk property details for the updated task and summarize only returned information, noting uncertain matches.
- 4Pick the ClickUp Task Updated trigger and choose where run reports should go.
- 5Test with one real task update and confirm the property and insurance context is matched carefully.
Questions about this workflow
Does this change insurance or property records?
No. Get Properties retrieves property information; it does not modify records.
Could every task update run this lookup?
Yes, the Task Updated event fires for every kind of task update. Use it when the broader update stream is useful.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to 21risk. A trigger fires from one place; an action lands in another.
Clickup triggers
21risk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Compliance
Tool to retrieve compliance data for sites, categories, or questions. use when you need odata-based compliance data for analytics or reporting.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Items (BETA)
Tool to retrieve items (beta) from the 21risk odata api. use when you need a filtered and paged list of items for analytics and reporting. example: get items($filter="item cost gt 100", $top=50).
Folder Created
Triggers when a new Folder is created.
Get Items Per Month
Tool to retrieve fact table data for itemspermonth, one row per question per site per month. use when querying monthly item data with odata parameters ($filter, $top, $skip, $select, maxpagesizeinmb).
Folder Deleted
Triggers when a Folder is deleted.
Get Organizations
Tool to retrieve organizations from the 21risk odata api. use when you need to list, filter, or paginate organizations via odata parameters after authentication is confirmed.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Get Properties
Tool to fetch a list of properties related to sites, including cope information and other relevant data. use when you need property insurance details via odata api after authentication.
List Created
Triggers when a new List is created.
Get Reports
Tool to retrieve audit reports, including draft, published, and scheduled reports. use when you need a paginated list of reports with optional odata filtering.
List Deleted
Triggers when a List is deleted.
Get RiskModel Categories
Tool to retrieve risk model categories for grouping questions and compliance checks. use when you need to filter, select, or paginate risk model categories via odata parameters ($filter, $select, $orderby, $top, $skip, $count).
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Get Risk Models
Tool to retrieve risk models used for audits and compliance. use when you need to list available risk models with optional odata queries.
Connect any two apps with Notis in the middle.
Clickup and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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