Keep research beside the Dynamics record it informs
Put the useful finding next to the account, contact, or other supported record your team is already using.
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
Research kept outside the CRM forces you to switch tabs and reconstruct why a record matters.
- Create a text note from supplied research.
- Link the note to a supported record when the request includes a usable reference.
- Keep source context close to the relevant CRM record.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dynamics 365 once in the Notis portal.
- 2Create an automation in Notis and name it for research notes.
- 3In one instruction, tell Notis to create a Dynamics note from supplied findings and link it to the referenced supported record when provided.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real finding and a supported record reference.
Questions about this workflow
Can the note link to any Dynamics record?
The action supports linking to supported records. Provide a record reference and confirm that its record type is supported.
Will Notis find the correct record automatically?
This workflow does not assume an unlisted lookup action. Include a usable reference to the record when sending the research.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Dynamics365. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty 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.