Review property and insurance details weekly
Keep property risk information ready before it is needed.
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
Insurance and property details become stale while teams focus on daily execution.
- Spot missing property information
- Keep insurance context current
- Create a predictable review habit
Setup
Build it in a few focused steps.
- 1Connect 21risk in the Notis portal.
- 2Create an automation asking Notis to review selected properties and flag missing or changed insurance details.
- 3Choose a weekly Notis cron trigger.
- 4Select a report channel and test with one run.
Questions about this workflow
Can this cover a defined property list?
Yes. Provide the sites or property identifiers in the prompt.
Can Notis separate urgent gaps?
Ask it to rank gaps by your stated urgency rules.
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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No card. Works with personal or business 21risk.