Keep Affiliate Referral Context Beside the CRM Record
Capture the story behind a referral where your team can find it during follow-up.
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
A bare lead or account record may not explain which partner sent the referral or what follow-up context matters.
- Turn incoming referral details into a readable CRM note.
- Link a note to a supported Dynamics record when its identity is supplied.
- Preserve partner context for the next sales or account conversation.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Dynamics 365 once in the Notis portal.
- 2Create an automation and describe the referral details to summarize in a Dynamics note.
- 3Choose the Notis webhook trigger and send the referral context and supported record reference.
- 4Choose where run reports go, then test with one real referral and CRM record.
Questions about this workflow
Can the note be attached to any Dynamics record?
The action supports linking to supported records. Include the record reference and confirm its type is supported by the connected action.
Can the workflow create a lead too?
This workflow creates a note. You can describe a separate lead creation workflow if you also want a lead record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Dynamics365. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction 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.