Keep Adrapid production briefs with the related Dynamics record
Put the creative brief and its CRM context together, so the reason behind a campaign stays easy to find.
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
Production decisions and customer context can live in separate places, making handoffs harder to reconstruct.
- Create a text note from the submitted production brief.
- Link the note to a supported Dynamics record when its reference is supplied.
- Make campaign context easier for sales and support to find.
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Dynamics note from the incoming brief and link it when a supported record reference is included.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real brief and a supported Dynamics record reference.
Questions about this workflow
Can the note attach to any Dynamics record?
The action supports linking to supported records. Include a valid reference for a supported record in the webhook request.
Can this create an attachment?
The listed action can create a text or attachment note. This workflow asks Notis to create a text note from the submitted brief.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Dynamics365. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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