Give every important finding a next step
When research points to something you need to do, send it to Notis and create a task in Dynamics.
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
A finding that needs follow-up can remain an open browser tab with no clear reminder or owner in your CRM.
- Create a Dynamics task from a finding sent to the webhook.
- Include the supplied follow-up details in the task.
- Give actionable research a trackable home.
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 follow-up.
- 3Tell Notis in one instruction to create a Dynamics task from each actionable finding sent to the webhook, using only the supplied task details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real finding that needs follow-up.
Questions about this workflow
Can the workflow decide who owns the task?
Use an assignee or ownership detail supplied in the request if the action supports it. Do not assume an owner that was not provided.
Will it create a task for every scraped page?
The instruction can define what counts as actionable. Send only relevant findings, or clearly describe the criteria Notis should use with the supplied information.
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
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