Prepare 21risk property details for your quarterly review
Bring property information together before the quarterly check-in, so you can spend less time finding records and more time reviewing them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Property and insurance details can take extra effort to gather when review time arrives.
- Gather property context before a recurring review.
- Summarize available COPE and insurance details.
- Make it easier to spot missing information for human follow-up.
Setup
Build it in a few focused steps.
- 1Connect 21risk once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the property review.
- 3Tell Notis which properties or insurance details to retrieve and ask it to flag missing information in the returned data.
- 4Pick a recurring quarterly schedule and choose where run reports should go.
- 5Test with one run and confirm the fields returned support your review.
Questions about this workflow
Does this validate that insurance coverage is sufficient?
No. It retrieves property details. A qualified reviewer must assess coverage and any missing or outdated information.
Can I focus on selected properties?
Include your available filters or property criteria in the instruction, then confirm the returned results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to 21risk. A trigger fires from one place; an action lands in another.
Google Drive 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", $top=50).
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Get Items Per Month
Tool to retrieve fact table data for itemspermonth, one row per question per site per month. use when querying monthly item data with odata parameters ($filter, $top, $skip, $select, maxpagesizeinmb).
File Created
Triggers when a new file is created in Google Drive.
Get Organizations
Tool to retrieve organizations from the 21risk odata api. use when you need to list, filter, or paginate organizations via odata parameters after authentication is confirmed.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Get Properties
Tool to fetch a list of properties related to sites, including cope information and other relevant data. use when you need property insurance details via odata api after authentication.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Get Reports
Tool to retrieve audit reports, including draft, published, and scheduled reports. use when you need a paginated list of reports with optional odata filtering.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Get RiskModel Categories
Tool to retrieve risk model categories for grouping questions and compliance checks. use when you need to filter, select, or paginate risk model categories via odata parameters ($filter, $select, $orderby, $top, $skip, $count).
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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.
Google Drive and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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