Bring current audit progress into opportunities
Have Notis review available 21risk progress on a schedule and update opportunities it can identify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Opportunity records can lag behind compliance action progress when nobody has time to reconcile them.
- Refresh opportunity records with accessible action progress.
- Make compliance-related sales context easier to find.
- Use a recurring review to reduce manual reconciliation.
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 scheduled opportunity refresh.
- 3Tell Notis to review accessible 21risk action progress and update matching Dynamics 365 opportunities when the data identifies them.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real progress item that identifies its opportunity.
Questions about this workflow
What if an action cannot be matched to an opportunity?
Notis needs identifying information available in the data. Provide the relationship or identifier if it is not present.
Does the schedule change the source trigger?
No. The schedule is a Notis-native trigger; 21risk does not provide a listed trigger event.
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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