Attach document workflow context to a Dynamics record
Put the useful context beside the CRM record your team already works from.
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
Agreement details and follow-up context can remain trapped in a separate document process.
- Keep handoff context with a supported CRM record
- Reduce searching across document and CRM tools
- Use the note content provided by the request
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the note to create and how the request identifies the supported Dynamics record.
- 4Pick the webhook trigger and select where run reports should go.
- 5Send one real handoff and confirm the note is attached to the intended record.
Questions about this workflow
Can this attach a note to any Dynamics record?
The action supports a record link only for supported record types. Confirm the target type is supported and include its identifying details.
Can Notis create an attachment from the document?
The action can create a text or attachment note, but the request must provide the attachment content or supported reference needed by the connected action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Dynamics365. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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