Bring an Affinity organization into Dynamics
Create a CRM account when an organization is ready for account-level tracking.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Account
Create a new account record.
Why this helps
An organization tracked in Affinity may need to be entered again before sales work can be organized in Dynamics.
- Create an account from organization details supplied with the request.
- Move a relationship into account-level CRM tracking.
- Avoid retyping the same organization information.
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 account from the supplied Affinity organization details when account tracking is appropriate.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real organization and check the resulting account.
Questions about this workflow
Does this check whether the account already exists?
The listed action creates an account. Do not assume it deduplicates; provide instructions and context for avoiding duplicates before creating records.
What organization details are available?
Only the details included in the request or instruction are available to the workflow.
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.