21RISK Zapier integrationAutomate 21RISK with Zapier.
The 21RISK Zapier integration comes with 3 triggers, 0 actions and 0 searches. A new audit, a new corrective action or a new member in 21RISK can each start an automation. Zapier carries that news to your other tools, but it never writes back into 21RISK.
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What the 21RISK Zapier integration actually does
It lets the rest of your company hear about what happens in 21RISK, the risk management platform where your teams run audits. Three events can start a Zap: an audit created, a corrective action created, a member added. The flow goes one way only, from 21RISK to your other tools.
Three results you can build. A follow-up board that fills itself: New Action picks up every corrective action, including the ones 21RISK opens on its own when an audit finds a category out of compliance, and you push each one to your task tool. An audit log outside the platform: New Audit adds a row to a shared sheet each time an audit is created, so managers who never log in still see the rhythm. A cleaner onboarding: New User spots each new member (that is the word 21RISK uses for a user) and sends the welcome pack or a heads-up to the site manager.
What Zapier does not do for 21RISK: it cannot create an audit, close an action or add a member. The app has no action and no search on Zapier. If the plan was to open audits in 21RISK from a form, this integration will not get you there.
All three triggers are polling ones, so nothing is instant. On the free plan, a corrective action can sit for a while before your team hears about it. If you are still deciding whether Zapier itself suits you, start with our Zapier review.
Zapier vocabulary in one minute
Eight words you will meet in the editor, explained once and then used as is.
- Zap
- The automation you build: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is switched on, Zapier waits for that event to happen.
- Action
- What the Zap does once it has started: the step that writes, sends or moves something on your behalf.
- Task
- The unit Zapier bills: one action completed successfully. The number on your plan counts these and nothing else.
- Polling trigger
- A trigger Zapier checks on a timer, asking the app for new items at a set interval and keeping only unseen ones.
- Instant trigger
- A trigger the app reports itself the moment the event happens, with no wait for the next check. 21RISK has none.
- Filter
- A step that lets the Zap go on only when the incoming data meets a condition you set, and stops it otherwise.
- Connection
- Your 21RISK account linked to Zapier once, then reused by every Zap step that needs that app.
What it really costs
21RISK is not a premium app on Zapier, so it runs on the free plan.
- Premium appNo, free plan is enough
- Free plan100 tasks a month, two-step Zaps only
- Trigger costZero tasks
- Failed actionNot counted
None of the three triggers costs a task, and Zapier checking 21RISK for new audits, actions or members is free however often it looks. You pay one task per action that succeeds in the apps downstream; a failed action is not counted. The free plan gives 100 tasks a month and unlimited Zaps, but every Zap stops at two steps. A filter or a second action turns it into a multi-step Zap, and that needs a paid plan.
Connect 21RISK to Zapier in three steps
- 01
Find 21RISK in Zapier
Open the Apps page of your Zapier account and click + Add connection. In the dialog, type 21RISK in the search box and pick it from the list of results.
- 02
Sign in to 21RISK
Click Add connection. A new tab opens on the 21RISK sign-in page. Use an account that can see the audits, actions and members you want the Zap to follow.
- 03
Grant access
Allow Zapier to use the account. The tab closes and the connection appears in your list, ready to be reused by every Zap step that talks to 21RISK later on.
Your first Zap: corrective actions straight to the team
GoalEvery corrective action opened in 21RISK, filtered to the ones that matter, posted where the team talks.
- 01
Create the Zap
Start a new Zap, pick 21RISK as the app that starts it, choose New Action as the event and select the connection you just made.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent corrective actions of your account, so you can map fields from a real one.
- 03
Add a filter
Add a filter step and set the condition that decides which actions deserve a message. This makes the Zap multi-step, so a paid plan is needed.
- 04
Add the message
Add the chat action and map the details of the corrective action into the message so the reader knows what to fix without opening 21RISK.
- 05
Test and publish
Run each step once and read what came back. When it all looks right, click Publish to switch the Zap on and let it run from now on.
The three 21RISK triggers
3 events start a Zap when something happens in 21RISK. Zapier checks for them at the interval your plan allows.
New Action
Polling triggerIn Zapier“Triggers when a new action is created. In 21RISK we also refer to actions and corrective actions, and they are automatically created when a risk-model category is non-compliant in an audit.”
Picks up each corrective action created in 21RISK, whether someone opened it by hand or the platform raised it after an audit flagged a non-compliant category. Your Zap gets the action and can hand it to whoever must deal with it.
New Audit
Polling triggerIn Zapier“Triggers when a new audit is created.”
Wakes your Zap when Zapier finds an audit that did not exist at its previous check. It is the right entry point when people outside 21RISK need to know a new audit exists in the platform.
New User
Polling triggerIn Zapier“Triggers when a new user (or member as we call them in 21RISK) is created.”
Spots each new member of your 21RISK account (member is what the platform calls a user). Use it to start whatever needs to happen in your other tools when someone joins.
When a 21RISK Zap breaks
Zapier links no help article and no documented limit to 21RISK. The problems to expect come from how every Zap behaves.
Timing and volume cause most surprises, not error messages. Read these before you build a workflow your safety process depends on. When a Zap stalls, our Zapier troubleshooting page is the next stop.
Past audits are never sent
A Zap only reacts to what happens after you switch it on. Audits, actions and members already in 21RISK stay put; moving them is a separate job.A big batch can be held back
If a trigger suddenly returns a huge batch, after a bulk import of members for example, Zapier's flood protection can hold the items instead of running the Zap for each.Nothing goes through twice
Zapier remembers what it has already seen on a polling trigger, so the same audit or action does not start the Zap a second time.A filter means a paid plan
A Zap with a filter is multi-step. On the free plan it cannot stay on: drop the filter or move to a paid plan before you publish.
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