Connect Ai ml api to Dynamics365

When something happens in Ai ml api, 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 Ai ml api to Dynamics365

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Turn AI-scored prospects into Dynamics leads

Send prospect details to Notis for AI analysis, then create a Dynamics lead with the qualification summary.

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Create Dynamics contacts with AI-prepared context

Analyze submitted contact information and create a Dynamics contact with a concise context note in its description.

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Convert AI-analyzed support reports into cases

Analyze a submitted support report and create a Dynamics case with a concise issue summary.

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Attach AI analysis to a Dynamics record

Analyze submitted content and save the resulting text as an annotation linked to a supported Dynamics record.

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Review Dynamics invoices with scheduled AI analysis

On a recurring schedule, retrieve Dynamics invoices and use AI to summarize the returned invoice data for a run report.

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Surface Dynamics leads that need attention

On a recurring schedule, retrieve Dynamics leads and use AI to summarize follow-up priorities based on returned fields and criteria you provide.

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Summarize Dynamics account changes for review

On a recurring schedule, query Dynamics accounts and ask AI to summarize notable signals present in the returned data.

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Summarize Dynamics campaign records for review

On a recurring schedule, query Dynamics campaigns and summarize the returned campaign data against criteria you provide.

Supported Triggers and Actions

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

Ai ml api 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.