Create Dynamics tasks from parsed resumes
Turn a resume review into one clear next action in Dynamics.
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
Promising resumes are reviewed but the follow-up never gets scheduled in the CRM.
- Capture next steps while reviewing resume data.
- Keep follow-up work in Dynamics.
- Reduce forgotten callbacks or reviews.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dynamics 365 once in the Notis portal.
- 2Create an automation and describe which resume situations need a task.
- 3Choose a webhook trigger that receives parsed resume data.
- 4Choose where Notis run reports should go.
- 5Test with one real resume and verify the task.
Questions about this workflow
Can Notis assign a task to a specific person?
Only when the person or assignment rule is provided and supported by the connected Dynamics data.
Does every resume create a task?
Your instruction can limit task creation to cases that meet criteria available in the supplied data.
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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