Review 21risk property details on a recurring schedule
Put property and COPE information in a regular review report so it is easier to keep insurance context visible.
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 insurance details can go stale in working notes when no one has a simple recurring review.
- Create a regular review point for property details
- Bring COPE information into a report for consideration
- Reduce reliance on remembering a manual lookup
Setup
Build it in a few focused steps.
- 1Connect Salesforce and 21risk once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and give it a name.
- 3Describe in one instruction how Notis should retrieve 21risk property details and summarize them for comparison with relevant Salesforce account context; provide matching criteria if needed.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real example and review the property details in the report.
Questions about this workflow
Does this synchronize property information to Salesforce?
No. The listed 21risk action retrieves property details. The workflow can summarize retrieved information in its run report, but the available actions do not write to Salesforce.
Can Notis determine which Salesforce accounts correspond to properties?
The available descriptions do not define a shared identifier. Include your matching convention in the instruction, or review the retrieved property details without asserting a match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to 21risk. A trigger fires from one place; an action lands in another.
Salesforce 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", $top=50).
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get Items Per Month
Tool to retrieve fact table data for itemspermonth, one row per question per site per month. use when querying monthly item data with odata parameters ($filter, $top, $skip, $select, maxpagesizeinmb).
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Organizations
Tool to retrieve organizations from the 21risk odata api. use when you need to list, filter, or paginate organizations via odata parameters after authentication is confirmed.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Get Properties
Tool to fetch a list of properties related to sites, including cope information and other relevant data. use when you need property insurance details via odata api after authentication.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Reports
Tool to retrieve audit reports, including draft, published, and scheduled reports. use when you need a paginated list of reports with optional odata filtering.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get RiskModel Categories
Tool to retrieve risk model categories for grouping questions and compliance checks. use when you need to filter, select, or paginate risk model categories via odata parameters ($filter, $select, $orderby, $top, $skip, $count).
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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