Catch compliance work that needs sales follow-up
Let a scheduled review surface 21risk items that are ready for a sales conversation and create leads for them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Items can be marked ready for outreach in compliance work and still miss the sales queue.
- Review accessible compliance work on a recurring schedule.
- Create a lead when an item needs sales follow-up.
- Reduce the need to remember a separate manual review.
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 compliance follow-up.
- 3Tell Notis to review accessible 21risk items for those needing sales follow-up and create a Dynamics 365 lead from each qualifying item, using available details.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real qualifying item.
Questions about this workflow
Does 21risk provide a scheduled trigger?
No. Notis starts this workflow on the schedule you choose and reviews the 21risk data it can access.
What if an item has incomplete lead details?
Notis can only use information available from 21risk. Provide any additional details needed for lead creation.
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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