Save scheduled threat findings to Dynamics records
Keep recurring threat checks connected to the records your team uses to investigate them.
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
A scheduled review can produce useful intelligence that never makes it into the working record.
- Add notable threat findings to a supported Dynamics record.
- Keep recurring review evidence available to teammates.
- Avoid manually copying findings into CRM.
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 what intelligence to review and to add a note to the supported Dynamics record you identify when findings meet your criteria.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real finding and record reference.
Questions about this workflow
Where does the note go?
It goes on the supported Dynamics record identified for the finding. Supply the record reference or another reliable way for Notis to identify it.
Can Notis add a note when there is no relevant finding?
Instruct Notis to skip note creation when the check returns nothing that meets your criteria.
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.
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.
Abuselpdb 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.