Keep AccuLynx job document context with the CRM record
Put a concise note about a job document beside the relevant Dynamics 365 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
Important document context can be separated from customer and sales records when teams switch systems.
- Keep document context near a supported CRM record
- Reduce time spent searching between tools
- Give teammates a concise reference
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Dynamics 365 note summarizing the job document details in each webhook request and link it to a supported record when the request identifies one.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and a supported record reference.
Questions about this workflow
Does this workflow attach the original file?
The action supports a text or attachment note. Whether a file can be attached depends on the information and attachment support available to the workflow.
What if the request does not identify a CRM record?
The note can be created without a record link when supported. Include a supported record reference if you want it linked.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Dynamics365. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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