Keep compliance context current on leads
Let Notis periodically review available compliance updates and refresh the lead records they match.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Lead owners may work from stale context when compliance updates are recorded elsewhere.
- Bring available compliance updates into matching lead records.
- Reduce repeated manual cross-checks.
- Give lead owners fresher context for follow-up.
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 lead context updates.
- 3Tell Notis to review accessible 21risk compliance updates and update matching Dynamics 365 leads with relevant available context.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real update that identifies its lead.
Questions about this workflow
How does the workflow match updates to leads?
It relies on identifying information available in the source data. Supply a lead identifier or matching context if 21risk does not provide one.
Can it add information that is not in 21risk?
No. Notis can only use accessible source data and any additional context 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.
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Creates a new account entity record in dynamics crm using the web api.
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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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