Create Dynamics accounts from resume employers
Capture organization details found in resumes as searchable Dynamics accounts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Account
Create a new account record.
Why this helps
Company details in resumes are hard to reuse when they remain only in documents.
- Reuse organization details found during document processing.
- Make supplied company information searchable in Dynamics.
- Reduce manual account entry.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dynamics 365 once in the Notis portal.
- 2Create an automation and describe when employer details should create an account.
- 3Choose a webhook trigger that receives parsed resume data.
- 4Choose where Notis run reports should go.
- 5Test with one resume containing employer details and inspect the account.
Questions about this workflow
What if a resume lists several employers?
Tell Notis which employer should be used, or ask it to create records only when the intended organization is clear.
Can it enrich the account with data not in the resume?
Only if you provide another source for that information. The workflow should not guess missing company details.
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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