Keep the reason behind a task with its CRM context
Capture why a task matters alongside its related Dynamics record, so the next person has context.
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 task title rarely explains its history, and that context is easy to lose during a handoff.
- Preserve the reason for follow-up
- Give teammates a useful handoff
- Reduce repeated explanations
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 write a concise Dynamics 365 note from the task rationale and job details in each webhook request, linking a supported record when identified.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real task request and supported record reference.
Questions about this workflow
Does this create a task?
No. It creates a note with task context. Use a task workflow if you also need a Dynamics task activity.
Can it link to any Dynamics record?
The annotation action supports linking to supported records. The webhook request should identify the record to link.
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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