Attach parsed document context to a CRM record
Keep the important details from a parsed document beside the record your team is already working in.
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
When extracted context lives in a separate email or file, people have to search for it before acting on a CRM record.
- Create a note from selected parsed details.
- Keep source context alongside a supported Dynamics record.
- Reduce searching across documents and CRM.
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 add a concise Dynamics note with the useful parsed details and link it to the supported record identified in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real parsed document and confirm the note is linked to the intended record.
Questions about this workflow
Which Dynamics records can receive a note?
The action supports linking to supported record types. Confirm that the intended record type is supported and identify the record in the request.
Can the action attach the original file?
The action supports text or an attachment note. Provide the attachment as part of the request when you want to include a file.
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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