Create Dynamics accounts from reviewed documents
Collect company details from processed documents during a predictable review window.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Account
Create a new account record.
Why this helps
Organization details are scattered across documents and rarely make it into the account list.
- Capture organizations found in processed documents.
- Batch account creation into a planned review.
- Reduce manual re-entry of available company details.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dynamics 365 once in the Notis portal.
- 2Create an automation and describe which organizations in available parsed documents qualify.
- 3Choose a recurring schedule trigger and set the review cadence.
- 4Choose where Notis run reports should go.
- 5Test with one real document set and verify the account details.
Questions about this workflow
What happens when an organization name is unclear?
Instruct Notis to skip uncertain organization matches and report them for review.
Can it add information not found in the documents?
Only when another connected source or user-provided context supplies that information.
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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