Keep credential verification context with the Dynamics record
Put verification details where the team already works. Notis can summarize a webhook update and attach it as a note to a supported Dynamics 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
Verification context can sit in a separate tool, making it harder for the team to understand an account or contact history at a glance.
- Keep verification details beside a supported CRM record
- Give teammates useful context without repeated searches
- Create a concise note from an incoming update
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Dynamics365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name, prompt, report channel, and trigger.
- 3Tell Notis to summarize each verification update and create a note linked to the supported Dynamics record identified in the request.
- 4Choose the webhook trigger and configure the sending system to include the update and record reference.
- 5Choose a report channel and test with one real verification update.
Questions about this workflow
Does Accredible directly trigger this automation?
No native Accredible trigger is listed. An external system must send the verification update to the Notis webhook.
Can the note attach to any Dynamics record?
The action supports linking to supported records. Include an appropriate record reference and verify the link with a real example.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Dynamics365. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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