Keep the case aligned as an audit issue advances
Pass the case identifier and new issue context to Notis to update the existing case.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
Why this helps
Teams can lose the latest issue status when compliance and support track work in separate places.
- Keep an existing case aligned with supplied issue updates.
- Reduce manual context switching for case owners.
- Update the intended case using its Dynamics identifier.
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 audit issue case updates.
- 3Tell Notis to update the Dynamics 365 case identified in each request with the supplied 21risk issue update.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real issue update and case identifier.
Questions about this workflow
Does this create a case for a new issue?
No. The Update Case action applies to an existing case. The request needs to identify that case.
Can Notis add issue history that was not sent?
No. Include any update details or history you want Notis to use 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.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
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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