Turn customer commitments into Dynamics tasks
Capture the follow-up someone promised while the project context is still easy to find.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task activity and returns its selected representation.
Why this helps
Promised check-ins and customer follow-ups can disappear among project work and competing priorities.
- Give explicit customer commitments a task record.
- Reduce reliance on remembering follow-ups from project context.
- Flag missing dates or owners for review.
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 review Agiled project information for explicit customer follow-up commitments and create a Dynamics task, reporting missing dates or owners.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real commitment and verify the task.
Questions about this workflow
Will Notis invent a due date for a follow-up?
No. Instruct it to use a date only when one is present in the available information and otherwise flag the task for review.
Can this make tasks for every project action?
Set the instruction to capture only customer follow-ups that need sales or account attention, so general project work is not added to Dynamics.
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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