Review parsed documents for new contacts
Batch a contact review into a predictable routine instead of handling every document separately.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact
Create a new contact.
Why this helps
Contact details arrive across documents and create a stream of small interruptions.
- Group contact review into a regular routine.
- Create contacts when supplied details meet your rules.
- Reduce interruptions from one-off document handling.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dynamics 365 once in the Notis portal.
- 2Create an automation and describe the contact criteria for available parsed documents.
- 3Choose a recurring schedule trigger and set the review cadence.
- 4Choose where Notis run reports should go.
- 5Test against one real document set and check created contacts.
Questions about this workflow
Will it create contacts from all documents?
Your instruction should define which document types and details qualify. Notis can only use data available to the scheduled run.
Can it avoid duplicate people?
Instruct it to check available Dynamics contact data and skip ambiguous matches rather than assuming they are new.
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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