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Check audit report status for new tickets

Know whether an audit report is draft, published, or scheduled before you commit to an answer.

Trigger

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

Action

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.

Why this helps

Teams lose time opening multiple reports to verify the current audit status behind a support request.

  • Verify report state without manual searching
  • Give support teams a concise status summary
  • Reduce delays on audit related requests

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and 21risk once in the Notis portal.
  • 2Create a new automation and describe the report status outcome you need.
  • 3Tell Notis to find matching 21risk reports and summarize draft, published, or scheduled status.
  • 4Select New Zendesk Ticket as the trigger and choose where reports should go.
  • 5Run one real ticket as a test.

Questions about this workflow

What report states can be summarized?

The workflow can summarize the report records returned by 21risk, including draft, published, and scheduled reports.

Do I need to define a report filter?

You can state matching guidance in plain language. Notis will use the available ticket context and 21risk report data.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zendesk 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 User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

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

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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