Keep a monthly record of Ably presence reliability
Make recurring connection patterns easier to find when discussing customer experience and follow-up.
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
Presence issues repeat over time, but their history is scattered across operational event data.
- Keep monthly observations with customer records
- Separate observed counts from interpretation
- Make repeated reliability discussions easier
Setup
Build it in a few focused steps.
- 1Connect Ably and Dynamics365 once in the Notis portal.
- 2Create an automation for monthly presence summaries.
- 3Tell Notis to summarize available Ably presence data with supplied counts and time period, then add a note only to a clearly identified Dynamics account or case.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real data sample and confirm the note destination.
Questions about this workflow
Can Notis calculate a reliability rate?
Only if the available data includes the necessary counts and time period. The note should identify the data used and avoid unsupported conclusions.
What if the account or case is unclear?
The workflow should leave the record unchanged and include the summary 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
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