Bring overdue compliance actions into the case queue
Have Notis check for overdue actions and create a case when an item needs support follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Overdue actions can remain buried in a checklist without a visible support follow-up record.
- Surface overdue actions that need support attention.
- Create a Dynamics case to track the follow-up.
- Reduce repeated checklist reviews.
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 overdue compliance actions.
- 3Tell Notis to review accessible 21risk actions on each run and create a Dynamics 365 case for overdue items needing support attention, using available context.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real overdue action.
Questions about this workflow
How does Notis determine whether an action is overdue?
The review depends on due-date information available in 21risk. If the information is not available, supply the needed deadline context.
Does this run from a 21risk event?
No. It runs on the Notis schedule you select because 21risk has no listed trigger events.
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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