Keep Addressfinder checks with the Dynamics record
Use a webhook request to ask Notis to verify supplied address or contact details and preserve the outcome as a note on 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 results are easy to lose when they live in a separate conversation from the customer record.
- Keep verification results beside the relevant CRM record.
- Make questionable details easier for teammates to spot.
- Preserve context without rewriting the existing record.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Dynamics once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Tell Notis to verify the supplied details and add a concise note to the supported Dynamics record identified in the request.
- 4Select the webhook trigger and choose a run report destination.
- 5Test with one real record and a sample verification request.
Questions about this workflow
Which Dynamics records can receive a note?
The note action supports linking to supported records. Ask Notis to use a record type and identifier that Dynamics accepts.
Will this update the record fields?
No. This workflow adds a note with the verification findings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Dynamics365. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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