Check property insurance details for new Coda pages
Catch missing property context while a new page is still fresh.
Trigger
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
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 are often checked late, after planning decisions have already spread.
- Surface insurance context earlier
- Reduce scattered research
- Support better property decisions
Setup
Build it in a few focused steps.
- 1Connect Coda and 21risk once.
- 2Create an automation asking for property and insurance details related to each new page.
- 3Choose New Coda Page as the trigger.
- 4Set the report destination and test with a page containing property references.
Questions about this workflow
What information can it retrieve?
It can retrieve available 21risk properties, including related insurance and scope information.
Can it handle missing property names?
It reports when the page does not provide enough information for a reliable lookup.
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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