Start audit tasks with the latest 21risk report context
New audit tasks can start with a quick check of the related 21risk reports, so you can see whether an audit is draft, published, or scheduled.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
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.
Why this helps
A newly created audit task may duplicate work or miss an existing report when its status lives in another tool.
- See matching audit report status when a task is created.
- Reduce manual searching before assigning or starting audit work.
- Surface missing identifiers when a reliable report match cannot be made.
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.
- 3In one instruction, ask Notis to use the new task details to find and summarize matching 21risk reports, noting when identifiers are missing.
- 4Pick the ClickUp Task Created trigger and choose where run reports should go.
- 5Test with one real audit task and confirm the report match or missing information is clear.
Questions about this workflow
Does this create or publish a 21risk report?
No. The available action retrieves reports for review; it does not create or publish them.
What if the task does not identify a site or audit?
Have the prompt report that it cannot make a reliable match and name the missing identifier instead of guessing.
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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No card. Works with personal or business 21risk.