Keep open cases aligned with audit issue updates
Use a recurring review to bring available 21risk issue context into the cases already tracking it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
Why this helps
Open cases can miss compliance updates when teams have to check several places for the latest context.
- Bring accessible issue updates into matching existing cases.
- Keep case owners informed with current supplied context.
- Reduce manual review across compliance and support.
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 case context updates.
- 3Tell Notis to review accessible 21risk issue updates and update matching Dynamics 365 cases with relevant available context.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real issue update that identifies its case.
Questions about this workflow
Does this create new cases?
No. This workflow updates matching existing cases. Use the Create Case action for new cases.
What if Notis cannot identify the case?
Provide a case identifier or other matching information in the data Notis can access.
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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