Keep AgencyZoom client updates with the Dynamics record
Save the useful context from a client update where your team can find it again.
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
Important client details may be shared in one place and needed later by someone working from another system.
- Preserve supplied client context in Dynamics.
- Link a note to a supported Dynamics record when its identity is provided.
- Make handoffs easier to understand later.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to create a Dynamics note from each client update sent to the webhook and link it to the supported record identified in the input.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real update and verify the note and record link.
Questions about this workflow
Which Dynamics records can receive a note?
The action supports linking to supported records. Confirm the record type and provide enough identifying information for Notis to link it.
Does this workflow read an AgencyZoom client record on its own?
No AgencyZoom trigger or read action is listed here. The webhook input needs to include the client update and any linking context.
Can a note include an attachment?
The Dynamics action supports text or attachment notes. Include the attachment through the available webhook input and connected setup if you need one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Dynamics365. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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