Keep a recurring threat review summary on record
Preserve the outcomes of a recurring review where your team already tracks the related work.
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
Repeated checks are difficult to compare when their results remain outside the team's working records.
- Keep a concise review summary on a supported record.
- Make recurring findings easier to revisit.
- Use only returned data and any baseline you explicitly provide.
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 to review and to add a summary note to the supported Dynamics record you identify, using a supplied baseline if comparison is needed.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review and record reference.
Questions about this workflow
Can Notis calculate a trend?
It can analyze returned data, but a comparison requires the relevant history or baseline to be available or supplied.
Can a note be added if there is no new finding?
Specify whether you want a periodic summary in that case or no note when nothing relevant changed.
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.