Create follow-up tasks from parsed requests
Capture the next step while the request is still in front of you.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task activity and returns its selected representation.
Why this helps
A follow-up buried in an email or document can disappear once the details are copied somewhere else.
- Create a Dynamics task when a parsed record includes a clear next step.
- Keep the task description tied to the source request context.
- Make follow-up easier to see in the 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 create a Dynamics task only when a submitted parsed record contains an explicit follow-up action, and summarize that action.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real parsed record that includes a next step and review the task.
Questions about this workflow
What if no next step appears in the parsed data?
Tell Notis to create no task when the source contains no explicit action. If the next step is known elsewhere, include it in the request.
Does this schedule the task for a particular date?
Only if a usable date is present in the supplied information and your instruction asks Notis to use it.
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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