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Create a 21risk site snapshot from a Todoist task

Give every location task the right 21risk context before work begins.

Trigger

New Task Created

Trigger when a new task is added to Todoist.

Action

Get Sites

Tool to retrieve sites (locations) from the 21risk odata api. use when you need to list, filter, or page sites with odata query parameters after authentication is confirmed.

Why this helps

Site details are often buried in a separate system when a task arrives.

  • Cuts context switching
  • Adds location context to task triage
  • Creates a concise run report

Setup

Build it in a few focused steps.

  • 1Connect Todoist and 21risk once in the Notis portal.
  • 2Create an automation and describe that a new task naming a site should retrieve and summarize the matching 21risk site.
  • 3Pick Todoist New Task Created as the trigger.
  • 4Choose a report channel, then test with one real site task.

Questions about this workflow

What should the task include?

Include a site name or identifier in the task text so 21risk can find the intended location.

What if no site matches?

The report should state that the site could not be matched and ask for a usable identifier.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Todoist to 21risk. A trigger fires from one place; an action lands in another.

Todoist triggers

21risk actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Compliance

Tool to retrieve compliance data for sites, categories, or questions. use when you need odata-based compliance data for analytics or reporting.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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).

ActionInstant

New Task Created

Trigger when a new task is added to Todoist.

TriggerPolling

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).

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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).

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Todoist and 21risk, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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