Give Every Qualified Referral a Next Step
Turn a new partner referral into a visible follow-up task while the context is still fresh.
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
A promising referral can sit untouched when its next step depends on someone remembering to create a task.
- Create a Dynamics task from a referral notification.
- Include a concise next step based on the supplied referral context.
- Make follow-up easier to spot in the CRM workflow.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Dynamics 365 once in the Notis portal.
- 2Create a Notis automation and describe what makes a referral task-worthy and what the task should say.
- 3Choose the Notis webhook trigger and send eligible referral details to its endpoint.
- 4Choose a destination for run reports and test with one real referral.
Questions about this workflow
Can the task be assigned to a specific owner?
The action description does not specify assignment fields. Ask Notis to use an owner only when the connected action supports it and the owner information is available.
Does Adtraction start the workflow automatically?
Adtraction has no listed trigger events. A webhook request starts this workflow, so a process must send the referral details to Notis.
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
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