Create Dynamics contacts from parsed documents
Keep useful contact details close to the conversations and records where your team needs them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Create a new contact.
Why this helps
Contact details scattered across forms and documents often stay outside the CRM until someone has time to enter them.
- Create contact records from submitted parsed documents.
- Carry through the available organization and contact context.
- Spend less time entering details by hand.
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 contact from each submitted parsed document and retain its useful source context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real parsed contact document and review the new record.
Questions about this workflow
Can this workflow decide whether a document contains a person worth saving?
You can describe the decision in your instruction. Any criteria that are not present in the parsed data must be supplied in the request.
Does the workflow require a field-mapping screen?
No. Notis automations use a plain-language instruction, and the setup does not use field-mapping screens.
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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