Keep invoice records aligned with audit work
Have Notis review invoices alongside accessible audit context and update records when it can identify a clear match.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Invoice
Updates an existing invoice entity record in dynamics crm using the web api.
Why this helps
Invoice records may need compliance context, but checking them against audit work takes focused manual review.
- Review invoice records alongside accessible audit context.
- Update matching invoices with relevant supplied information.
- Reduce repeated manual cross-checking.
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 invoice audit review.
- 3Tell Notis to retrieve Dynamics 365 invoices, review accessible 21risk audit work, and update an invoice only when a clear match and relevant context are available.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real invoice and a related audit item.
Questions about this workflow
Can Notis determine a match without shared identifiers?
Matching depends on information available from both apps. Supply a shared identifier or matching context if it is missing.
Will the workflow invent compliance details for an invoice?
No. It can use only information accessible from 21risk or details you provide.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.