Link new Coda documents to organizations
Give every new document the organization context needed for follow-through.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
Action
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.
Why this helps
Ownership stays unclear when organization information lives in a separate compliance system.
- Clarify ownership early
- Reduce context switching
- Support cleaner handoffs
Setup
Build it in a few focused steps.
- 1Connect Coda and 21risk in Notis.
- 2Create an automation asking for matching 21risk organizations for each new Coda document.
- 3Choose New Coda Document as the trigger.
- 4Pick a report channel and test with a document that names an organization.
Questions about this workflow
Can it return multiple organizations?
Yes. It can list all plausible matches and flag ambiguity.
Will it change organization data?
No. It provides retrieved context for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to 21risk. A trigger fires from one place; an action lands in another.
Coda 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", $top=50).
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
Get Items Per Month
Tool to retrieve fact table data for itemspermonth, one row per question per site per month. use when querying monthly item data with odata parameters ($filter, $top, $skip, $select, maxpagesizeinmb).
New Coda Document Trigger
Triggers when a new Coda document is created.
Get Organizations
Tool to retrieve organizations from the 21risk odata api. use when you need to list, filter, or paginate organizations via odata parameters after authentication is confirmed.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Get Properties
Tool to fetch a list of properties related to sites, including cope information and other relevant data. use when you need property insurance details via odata api after authentication.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Get Reports
Tool to retrieve audit reports, including draft, published, and scheduled reports. use when you need a paginated list of reports with optional odata filtering.
Get RiskModel Categories
Tool to retrieve risk model categories for grouping questions and compliance checks. use when you need to filter, select, or paginate risk model categories via odata parameters ($filter, $select, $orderby, $top, $skip, $count).
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.
Coda and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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