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Notis

Review Addresszen address exports against Dynamics accounts

Use a recurring review when your system supplies a fresh batch of Addresszen normalized addresses for matching.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Query accounts

List or filter accounts, with optional counts, related records, or grouped results.

Why this helps

Large address intake batches are easy to leave unmatched until they create duplicate accounts.

  • Process address batches consistently
  • Find possible existing accounts
  • Reduce duplicate setup work

Setup

Build it in a few focused steps.

  • 1Connect Addresszen and Dynamics365 once.
  • 2Create an automation that queries Dynamics accounts for each address in the supplied Addresszen export and reports possible matches.
  • 3Choose a recurring schedule and have your system provide a fresh export containing normalized addresses and validation results at each run.
  • 4Choose a report channel and test with one real batch.

Questions about this workflow

Does Notis store Addresszen history automatically?

No. Your system must provide the current export for each scheduled run.

Does this merge accounts?

No. It reports query matches for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Addresszen to Dynamics365. A trigger fires from one place; an action lands in another.

Addresszen triggers

Dynamics365 actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get all invoices action

View all invoices.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Annotation

Creates a text or attachment note, optionally linked to a supported record.

ActionInstant

Create Account

Create a new account record.

ActionInstant

Create Email Activity

Creates and stores a draft email activity without sending the email.

ActionInstant

Create Case

Create a new case.

ActionInstant

Create Product

Creates a catalog product and returns its selected representation.

ActionInstant

Create Contact

Create a new contact.

ActionInstant

Create Product Price List Item

Adds an existing product and unit to an existing price list.

ActionInstant

Connect any two apps with Notis in the middle.

Addresszen and Dynamics365, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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