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Notis

Keep an abuse report review with its Dynamics record

Make report findings easier to pick up by attaching a short review to the related record.

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

A report may be reviewed once, but the useful context is hard for teammates to recover later.

  • Store a brief report review on a supported record.
  • Preserve relevant returned details for the next reviewer.
  • Avoid re-reading a full report just to regain context.

Setup

Build it in a few focused steps.

  • 1Connect Abuselpdb and Dynamics 365 once in the Notis portal.
  • 2Create an automation from Automations, New Automation, and give it a name.
  • 3Tell Notis to retrieve the report details available from the supplied reference and annotate the supported Dynamics record in the request.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real report reference and record.

Questions about this workflow

What report details can appear in the note?

Ask for a concise summary of details returned by Abuselpdb. Any internal interpretation or policy should be supplied in your instruction.

Does this create a new case?

No. It adds a note to a supported Dynamics record. Use a case action when a new case is needed.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Abuselpdb to Dynamics365. A trigger fires from one place; an action lands in another.

Abuselpdb triggers

Dynamics365 actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get all invoices action

View all invoices.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Annotation

Creates a text or attachment note, optionally linked to a supported record.

ActionInstant

Create Account

Create a new account record.

ActionInstant

Create Email Activity

Creates and stores a draft email activity without sending the email.

ActionInstant

Create Case

Create a new case.

ActionInstant

Create Product

Creates a catalog product and returns its selected representation.

ActionInstant

Create Contact

Create a new contact.

ActionInstant

Create Product Price List Item

Adds an existing product and unit to an existing price list.

ActionInstant

Connect any two apps with Notis in the middle.

Abuselpdb and Dynamics365, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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