Keep Affinity context beside the Dynamics record
Put relationship context where your team is already reviewing the account, contact, or other supported record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Why this helps
Useful relationship history can be separated from the Dynamics record someone needs to act on.
- Keep supplied relationship context with a supported Dynamics record.
- Reduce repeated searching across tools before a conversation.
- Preserve a concise note for the next person handling the relationship.
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 summarize the supplied Affinity context and add it as a Dynamics annotation linked to the specified supported record.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real relationship note and verify its linked Dynamics record.
Questions about this workflow
Can the note be linked to any Dynamics record?
The action supports only supported record types. Supply the intended record reference and confirm the association in Dynamics.
Does this retrieve Affinity history automatically?
No Affinity read or trigger event is provided in this workflow context. Supply the relevant context in the webhook request or instruction.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.