Route audit findings into Dynamics 365 leads
Send a finding to Notis and let it create a lead your team can follow up on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Audit findings that need commercial follow-up can get lost between compliance work and sales.
- Give a finding that needs follow-up a clear home in Dynamics 365.
- Reduce manual re-entry between compliance and sales work.
- Keep lead creation tied to a specific submitted finding.
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 finding lead intake.
- 3Tell Notis to create a Dynamics 365 lead from each submitted finding that needs sales follow-up, using only details included in the request.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real finding sent to the webhook.
Questions about this workflow
Does 21risk trigger this workflow directly?
No. 21risk has no listed trigger events. A request sent to the Notis webhook starts the workflow.
What happens if a finding lacks lead details?
Notis can only use information included in the request. Include the details needed to create and follow up on the lead.
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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