Turn uncertain contact details into a clear Dynamics task
When Addressfinder finds a contact detail that needs attention, Notis can create a Dynamics task with the reason and the supplied context for a person to review.
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
Uncertain details can sit unnoticed when nobody owns the next step.
- Give questionable records a clear ownerable next step.
- Include the reason for review in the task.
- Keep routine checks from becoming another mental reminder.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Dynamics once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the review outcome.
- 3In one instruction, ask Notis to check incoming contact details and create a Dynamics task only when a person should review them.
- 4Choose the webhook trigger and a destination for run reports.
- 5Test with one real example containing a detail that needs review.
Questions about this workflow
Will a task be created for every request?
The instruction can ask Notis to create a task only when Addressfinder's result indicates human review is needed.
Does this change the contact record?
No. The selected action creates a task with the review context.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.