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Notis

Track incomplete resume data in Dynamics

Give incomplete documents a follow-up path your team can see.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Case

Create a new case.

Why this helps

Missing details are discovered late because nobody owns the document follow-up.

  • Surface missing information for review.
  • Give follow-up a visible owner and record.
  • Reduce repeated checks of incomplete documents.

Setup

Build it in a few focused steps.

  • 1Connect Affinda and Dynamics 365 once in the Notis portal.
  • 2Create an automation and specify which resume details are required for review.
  • 3Choose a webhook trigger that receives parsed resume data.
  • 4Choose where Notis run reports should go.
  • 5Test with one resume missing a required detail and review the case.

Questions about this workflow

Can Notis know which details are required?

Yes, if your instruction names the required details. Notis can only assess the data supplied to it.

Does the case request the missing information?

It creates a case for your team to manage. Sending a request to a candidate is not included in this workflow.

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.

TriggerScheduled

Get all invoices action

View all invoices.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Annotation

Creates a text or attachment note, optionally linked to a supported record.

ActionInstant

Create Account

Create a new account record.

ActionInstant

Create Email Activity

Creates and stores a draft email activity without sending the email.

ActionInstant

Create Case

Create a new case.

ActionInstant

Create Product

Creates a catalog product and returns its selected representation.

ActionInstant

Create Contact

Create a new contact.

ActionInstant

Create Product Price List Item

Adds an existing product and unit to an existing price list.

ActionInstant

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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