Keep web research with its Dynamics 365 record
Turn a useful browser finding into a note your team can find in the CRM.
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 research often stays in a personal tab or chat instead of the record the team uses.
- Keep evidence alongside a supported CRM record.
- Make handoffs easier with a readable summary.
- Avoid copying entire pages into CRM notes.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dynamics 365 once in the Notis portal.
- 2Create an automation for CRM research notes.
- 3Tell Notis to inspect the supplied page with AgentQL and add a short annotation to the Dynamics 365 record you identify in the request.
- 4Pick the Notis webhook trigger and select a run report destination.
- 5Test with one real record and a relevant public page.
Questions about this workflow
Which record types can receive a note?
Use a record type supported by the Dynamics 365 annotation action and verify the link during your test.
Does it save a full web page?
The instruction should request a concise text note unless you specifically provide an attachment and the action supports it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Dynamics365. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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