Keep AI analysis beside the related Dynamics record
Put a concise analysis where the team already works by saving it as a linked Dynamics annotation.
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
Useful analysis can disappear in a separate chat or document before anyone acting on the record sees it.
- Keep generated analysis alongside a related record.
- Reduce copying between chat and CRM.
- Preserve a readable summary for later review.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Dynamics365 once in Notis.
- 2Create an automation in the portal or from any channel.
- 3In one instruction, ask Notis to analyze submitted content and save the summary as an annotation linked to the supported record.
- 4Choose the webhook trigger and a report destination.
- 5Test with one real submission and confirm the annotation is linked correctly.
Questions about this workflow
Which records can receive the annotation?
Use a record type supported by the Create Annotation action and provide enough identifying information in the request.
Can the note include an attachment?
The action supports text or attachment notes. Specify the intended content in your instruction and test with a real example.
When this happens · Trigger
Do this · Action
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.
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.
Ai ml api and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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