Keep Agiled context beside Dynamics records
Give a Dynamics record a concise project note so teammates can understand the customer context without another search.
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
Important project context is hard for sales and support to use when it lives apart from the Dynamics record they are reviewing.
- Put a concise context summary alongside a supported Dynamics record.
- Reduce app switching when reviewing customer history.
- Keep the source context clear in the note.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to summarize relevant Agiled context and attach it as an annotation to the specified supported Dynamics record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real record and confirm the annotation is linked correctly.
Questions about this workflow
Can an annotation be linked to any Dynamics record?
The action supports linking to supported records. Confirm the intended record type is supported and provide enough information to identify the record.
Will the note include all project history?
Ask for a concise summary relevant to the record. The content depends on information available through the connected Agiled access.
When this happens · Trigger
Do this · Action
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.
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.
Agiled and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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