Connect Agiled to Dynamics365

When something happens in Agiled, Notis takes the next step in Dynamics365. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Agiled to Dynamics365

View example

Turn Agiled lead requests into Dynamics leads

When an Agiled lead request arrives by webhook, have Notis review the details and create a Dynamics lead for follow-up.

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Review Agiled prospects against Dynamics leads

On a schedule, review prospect details available in Agiled and compare them with Dynamics leads to surface likely duplicates and missing follow-up records.

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Create Dynamics contacts from Agiled client intake

Use a webhook-started Notis workflow to review Agiled client intake and create a Dynamics contact when the information supports one.

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Spot Agiled projects that merit a Dynamics opportunity

On a schedule, review Agiled project and client context for explicit expansion signals, then create Dynamics opportunities for qualified cases.

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Route Agiled support escalations into Dynamics cases

When an escalation request arrives through a webhook, use Agiled context to create a Dynamics case with the issue details and a concise summary.

View example

Create Dynamics follow-up tasks from Agiled project commitments

Review Agiled project information on a schedule and create Dynamics tasks for explicit customer follow-ups that need sales or account attention.

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Attach Agiled context to Dynamics records

When a webhook signals a record needs context, summarize relevant Agiled project details in a Dynamics annotation linked to the supported record.

View example

Refresh Dynamics lead context from Agiled

On a schedule, review Agiled details for existing Dynamics leads and update lead information when the source provides a clear, current change.

View example

Update Dynamics invoices from Agiled billing status

On a schedule, compare invoice information available in Agiled with Dynamics invoices and update an existing invoice when a clear status change is supported.

Supported Triggers and Actions

Notis builds workflows that link Agiled to Dynamics365. A trigger fires from one place; an action lands in another.

Agiled triggers

Dynamics365 actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get all invoices action

View all invoices.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Annotation

Creates a text or attachment note, optionally linked to a supported record.

ActionInstant

Create Account

Create a new account record.

ActionInstant

Create Email Activity

Creates and stores a draft email activity without sending the email.

ActionInstant

Create Case

Create a new case.

ActionInstant

Create Product

Creates a catalog product and returns its selected representation.

ActionInstant

Create Contact

Create a new contact.

ActionInstant

Create Product Price List Item

Adds an existing product and unit to an existing price list.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.