Create a Dynamics follow-up task after a document handoff
Give the next step a home in Dynamics before it gets lost in the day's interruptions.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task activity and returns its selected representation.
Why this helps
A completed document process may still need follow-up, but the next action can disappear among other work.
- Record the next action as a Dynamics task
- Keep follow-up linked to supplied handoff context
- Make the next step easier to find
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 task to create from the follow-up request and use only supplied timing or record details.
- 4Pick the webhook trigger and choose where run reports go.
- 5Send one real follow-up request and confirm the task activity.
Questions about this workflow
Does this schedule or remind me about the task?
The action creates a Dynamics task activity. Any due date or additional details must be supplied and supported by the action.
What triggers it?
An HTTP request to the Notis webhook starts the automation; no ActiveMerge trigger event is listed.
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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