Add compliance follow-up to the right lead
Send the lead identifier and new follow-up context; Notis updates the lead record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Important follow-up context can stay in compliance work instead of the CRM record sales relies on.
- Keep lead records aligned with supplied compliance follow-up context.
- Reduce duplicate note entry across systems.
- Target the record using its Dynamics 365 lead 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 compliance lead follow-up.
- 3Tell Notis to update the Dynamics 365 lead identified in each request with the supplied follow-up notes.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real follow-up request and lead identifier.
Questions about this workflow
What must the webhook request include?
Include the Dynamics 365 lead identifier and the follow-up details you want reflected.
Will this create a lead if the identifier is missing?
No. This workflow updates an existing lead. Use a separate lead creation workflow when you have a new lead to create.
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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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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