Keep opportunity records current with audit action progress
When an action update arrives, let Notis carry its relevant progress into the opportunity record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Sales records can fall out of step when compliance actions affect an opportunity but updates happen elsewhere.
- Reflect relevant compliance action progress in an opportunity record.
- Avoid switching apps to repeat an update by hand.
- Use the opportunity identifier supplied with the request.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Dynamics 365 once in the Notis portal.
- 2Create an automation and name it for opportunity progress updates.
- 3Tell Notis to update the Dynamics 365 opportunity identified in each request with the supplied 21risk action progress.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real action update and its Dynamics opportunity identifier.
Questions about this workflow
How does Notis know which opportunity to update?
Include the Dynamics 365 opportunity identifier in the webhook request.
Can this workflow infer progress that is not in the request?
No. Provide the action progress and any relevant context in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Dynamics365. A trigger fires from one place; an action lands in another.
21risk triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
21risk and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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