Keep Ably channel recaps with the Dynamics account
Make the important parts of a live customer conversation available where your team already tracks the relationship.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Why this helps
Useful customer context stays buried in a busy channel instead of following the account.
- Keep conversation context near the account
- Avoid manually copying channel summaries
- Make handoffs easier to follow
Setup
Build it in a few focused steps.
- 1Connect Ably and Dynamics365 once in the Notis portal.
- 2Create an automation for account conversation recaps.
- 3Tell Notis to create a text note on the Dynamics account identified in the webhook, summarizing the supplied channel recap without adding unsupported facts.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real recap and verify the linked account note.
Questions about this workflow
How does Notis know which account to use?
The webhook needs to include a Dynamics account reference or other identifier that can be resolved. If it is missing or ambiguous, the prompt should ask Notis to report that instead of guessing.
Can it attach files?
This workflow uses a text note. The available action also supports attachments, but the webhook and instruction would need to provide one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Dynamics365. A trigger fires from one place; an action lands in another.
Ably triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
Ably and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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