Keep a monthly record of meaningful customer signals
Give your account context a useful signal summary without rereading a month's worth of events.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Why this helps
Patterns in customer activity are easy to miss when events are spread across busy channels.
- Summarize patterns in available customer signals
- Keep account context in one place
- Reduce retrospective event review
Setup
Build it in a few focused steps.
- 1Connect Ably and Dynamics365 once in the Notis portal.
- 2Create an automation for monthly customer signal summaries.
- 3Tell Notis to summarize the available month's customer-related Ably events and add a note to accounts it can identify confidently, separating observed facts from interpretation.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real data sample and confirm the account note.
Questions about this workflow
Does this workflow have access to a month's event history automatically?
Only if that history is available through the connected source or supplied to the workflow. Otherwise, the data source must provide the period's events.
Can it attach a summary to an account it cannot identify?
It should not guess. Tell Notis to put unmatched summaries in the run report for review.
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
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.