Keep customer context with its Dynamics record
Capture the context your team needs where it can be found alongside the Dynamics record.
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 customer context can remain in a separate CRM view when teammates need it during their next interaction.
- Keep supplied context with a supported Dynamics record
- Reduce searching across CRM screens
- Preserve a concise record of the handoff
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to create a Dynamics note from the submitted Agile CRM context and link it to the supported record identified in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real context request and check the linked note.
Questions about this workflow
Can the note attach to any Dynamics record?
The action supports linking to supported records. Provide a record identifier and type that the action accepts.
Can the workflow summarize the context?
You can ask Notis to make a concise summary of the supplied information before creating the note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dynamics365. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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