Check the site record behind new location audit work
A site lookup can help confirm which 21risk location a new ClickUp audit task concerns before the work gets underway.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
Get Sites
Tool to retrieve sites (locations) from the 21risk odata api. use when you need to list, filter, or page sites with odata query parameters after authentication is confirmed.
Why this helps
Location details written in a task may not clearly match the site record needed for compliance work.
- Search 21risk sites using location details present in a new task.
- Surface ambiguity before it causes work on the wrong site.
- Identify missing location details early.
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 likely matching 21risk sites using the new task details and clearly report ambiguous or missing location information.
- 4Pick the ClickUp Task Created trigger and choose where run reports should go.
- 5Test with one real location task and confirm the identified site is supported by its details.
Questions about this workflow
Will this create a site in 21risk if none is found?
No. Get Sites retrieves site records; it does not create them.
What details help find a site?
Include the site's name or other identifying location details in the ClickUp task or your instruction.
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, $count).
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Get Risk Models
Tool to retrieve risk models used for audits and compliance. use when you need to list available risk models with optional odata queries.
Connect any two apps with Notis in the middle.
Clickup and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business 21risk.