Turn a research finding into a follow-up task
Keep the next action attached to the research that prompted it.
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
Research creates good intentions, but without a task the next step can disappear in a busy week.
- Turn an explicit next step into a CRM activity.
- Keep task context concise and actionable.
- Reduce dropped follow-ups after research.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dynamics 365 once in the Notis portal.
- 2Create an automation for research follow-up tasks.
- 3In one instruction, ask Notis to research the supplied page with AgentQL and create a Dynamics 365 task for the next step you specify.
- 4Choose the Notis webhook trigger and where reports go.
- 5Test with one real page and a clearly stated follow-up.
Questions about this workflow
Will it decide the follow-up date for me?
Supply a due date if you want one. Notis should not invent a deadline.
Can it send the follow-up?
No. It creates a task; it does not send an email or contact anyone.
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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