Turn Agile CRM follow-up commitments into Dynamics tasks
Give each agreed next step a Dynamics task so it is easier to pick up later.
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 promised follow-up can disappear into notes when it never becomes a trackable task.
- Capture commitments as tasks
- Keep supplied due-date context with the next step
- Reduce the chance of a promised follow-up being forgotten
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 task for each Agile CRM commitment received by the webhook, using the supplied description and due date when present.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real commitment and confirm the resulting task details.
Questions about this workflow
Does this create a task for every note?
No. The instruction should identify which submitted items count as commitments, such as an explicit promised next step.
What if no due date is supplied?
Ask Notis to leave the date unspecified and report that it was absent rather than guessing.
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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