Keep Agility publishing context on Dynamics records
Put the why and when of a content update beside the customer or case it affects.
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
Publishing changes can affect customer conversations, while the rationale stays buried in content tools or chat.
- Keep editorial context close to a relevant CRM record.
- Reduce context switching when reviewing a customer conversation.
- Preserve the supplied details of a publishing change.
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 the outcome in plain language.
- 3In one instruction, ask Notis to create a Dynamics note from the publishing context and link it when the request identifies a supported record.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real publishing update and a supported record reference.
Questions about this workflow
Can the note be linked to any Dynamics record?
The action supports linking to supported records. The request should identify a record and the automation should only link it when supported.
Does the workflow publish the content?
No. It creates a Dynamics note from information supplied to the webhook; it does not publish Agility CMS content.
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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