Keep the next Affinity deal action in Dynamics
Turn a clear next step into a task your team can return to without hunting through notes.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task activity and returns its selected representation.
Why this helps
A next step buried in a deal record is easy to miss when follow-up lives in a separate system.
- Record a concrete follow-up as a Dynamics task.
- Keep the task grounded in submitted deal context.
- Reduce reliance on remembering a next step later.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dynamics once in Notis.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3In one instruction, ask Notis to create a Dynamics task when the submitted Affinity deal includes a specific next action.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real follow-up and confirm the task details.
Questions about this workflow
Will it invent a due date?
No. Include a due date in the request or tell Notis to leave it unspecified when none is provided.
Can it create tasks from all notes?
The instruction should limit task creation to notes that include a concrete next action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dynamics365. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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