Give escalated audit issues a support case
Turn a submitted escalation into a case your support team can track.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Escalations can sit outside the support queue while teams decide who owns the next step.
- Create a trackable case for an escalated issue.
- Keep the issue context with the case when it is included in the request.
- Make ownership and follow-up easier to see in Dynamics 365.
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 escalated audit issues.
- 3Tell Notis to create a Dynamics 365 case from each submitted escalation, including the issue context provided in the request.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real escalation sent to the webhook.
Questions about this workflow
Can Notis tell which 21risk issues are escalated?
The webhook request must identify the escalation or include enough context for Notis to recognize it.
Does this update an existing Dynamics case?
No. This workflow uses the Create Case action, so it creates a new case for each qualifying 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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