Turn Agility CMS review requests into Dynamics tasks
Put each requested content review where your team already tracks its work.
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
Review requests can disappear among publishing conversations when no CRM task captures the next action.
- Capture review requests as trackable Dynamics tasks.
- Keep the requested next step with the supplied context.
- Reduce reliance on remembering follow-up buried in conversations.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what should happen.
- 3Ask Notis to create a Dynamics task from each review request and use only due dates or details supplied in the request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real review request.
Questions about this workflow
Can Notis infer a due date?
The request can supply a due date. The workflow should not invent one when it is missing.
Does this action update an Agility CMS item?
No. The selected action creates a Dynamics task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Dynamics365. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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