Add parsed document context to Dynamics
Keep a useful document summary alongside the Dynamics record it relates to.
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
People lose time reopening processed documents to understand why a CRM record changed.
- Keep document context near a supported CRM record.
- Reduce repeated document review.
- Preserve a concise handoff for the next person.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dynamics 365 once in the Notis portal.
- 2Create an automation and describe what the annotation should summarize and where it should be linked.
- 3Choose a webhook trigger that receives parsed document data and any supported record reference.
- 4Choose where Notis run reports should go.
- 5Test with one real document and confirm the note and link.
Questions about this workflow
Can the annotation be linked to any Dynamics record?
It can be linked to a supported record when the incoming data identifies it clearly.
Can it attach the original file?
The action supports a text or attachment note. Whether a file can be attached depends on what the workflow receives.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Dynamics365. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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