Turn document exceptions into scheduled Dynamics cases
Give exceptions found during a batch review a clear place for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Case
Create a new case.
Why this helps
A busy document queue makes it easy for unusual items to go unnoticed.
- Find defined exceptions during a regular review.
- Create a case for follow-up in Dynamics.
- Keep routine documents from competing with items needing attention.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dynamics 365 once in the Notis portal.
- 2Create an automation and define which available document conditions count as exceptions.
- 3Choose a recurring schedule trigger and set the review cadence.
- 4Choose where Notis run reports should go.
- 5Test with one known exception and confirm the case has enough context.
Questions about this workflow
Can it detect exceptions without criteria?
No. Describe the conditions to look for and ensure the relevant data is available to the scheduled run.
Will it open duplicate cases each run?
Instruct Notis to check available Dynamics data for an existing case and skip uncertain matches.
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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