Add parsed companies to Dynamics
Get company information out of documents and into the account list your team already uses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Account
Create a new account record.
Why this helps
Manually transferring company details from extracted documents creates duplicate effort and delays account follow-up.
- Create account records from structured company details.
- Retain the source context provided with the parsed data.
- Reduce repetitive entry when reviewing company documents.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Dynamics 365 once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3Ask Notis in one instruction to create a Dynamics account from each submitted parsed company record and include its available source context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real company document and review the account in Dynamics.
Questions about this workflow
What if the parsed data does not contain enough information for an account?
Tell Notis how to handle incomplete submissions. Required account details that are missing must be supplied before the record can be created.
Does Airparser trigger this automation directly?
No Airparser trigger event is listed for this workflow. A Notis webhook starts it when it receives an HTTP request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Dynamics365. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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