Give new Trello tasks their property risk context
Bring property details into planning before work starts.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
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 sit away from the task where decisions are made.
- Find relevant property details faster
- Support safer planning decisions
- Reduce repeated portal searches
Setup
Build it in a few focused steps.
- 1Connect Trello and 21risk in Notis.
- 2Create an automation asking Notis to retrieve matching property details for each new card.
- 3Pick the Trello New Card trigger.
- 4Choose a report destination and test with one card containing a site reference.
Questions about this workflow
Can this use a site name in the card?
Yes. Tell Notis which card text contains the site reference.
What if insurance data is unavailable?
Ask Notis to state which property fields are missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to 21risk. A trigger fires from one place; an action lands in another.
Trello 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", $top=50).
Card Archived Trigger
Triggered when a card is archived in the specified board
Get Items Per Month
Tool to retrieve fact table data for itemspermonth, one row per question per site per month. use when querying monthly item data with odata parameters ($filter, $top, $skip, $select, maxpagesizeinmb).
New Activity Trigger
Triggered when there is activity in Trello.
Get Organizations
Tool to retrieve organizations from the 21risk odata api. use when you need to list, filter, or paginate organizations via odata parameters after authentication is confirmed.
New Board Trigger
Triggered when a board is created in the specified workspace
Get Properties
Tool to fetch a list of properties related to sites, including cope information and other relevant data. use when you need property insurance details via odata api after authentication.
New Card Trigger
Triggered when a card is created in the specified board
Get Reports
Tool to retrieve audit reports, including draft, published, and scheduled reports. use when you need a paginated list of reports with optional odata filtering.
Card Updated Trigger
Triggered when a specific card is updated
Get RiskModel Categories
Tool to retrieve risk model categories for grouping questions and compliance checks. use when you need to filter, select, or paginate risk model categories via odata parameters ($filter, $select, $orderby, $top, $skip, $count).
Get Risk Models
Tool to retrieve risk models used for audits and compliance. use when you need to list available risk models with optional odata queries.
Connect any two apps with Notis in the middle.
Trello and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business 21risk.