Connect Workday to Dynamics365
When something happens in Workday, Notis takes the next step in Dynamics365. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Workday to Dynamics365
Turn interview feedback into a Dynamics opportunity
Create a Dynamics opportunity when Workday interview feedback signals a promising business relationship.
Create a Dynamics contact from a new Workday interview
Add a Dynamics contact when a new Workday interview includes an external stakeholder worth tracking.
Create a Dynamics lead from a new Workday job posting
Turn a newly published Workday job posting into a Dynamics lead for recruiting partners or staffing prospects.
Update a Dynamics lead when a Workday job posting changes
Keep a related Dynamics lead current when a Workday posting changes status, title, dates, or location.
Reflect Workday prospect changes in Dynamics
Update a Dynamics lead when a monitored Workday prospect profile changes.
Create a Dynamics contact when a prospect adds a resume
Create a Dynamics contact when a Workday prospect receives a new resume or attachment.
Create a Dynamics case from a Workday leave change
Open a Dynamics case when a worker leave change needs coordinated support or follow-up.
Open a Dynamics case for a new leave of absence
Create a Dynamics case when a new Workday leave record requires coordination across teams.
Create a Dynamics contact for an absence program stakeholder
Create a Dynamics contact when a worker becomes eligible for a tracked absence type and needs outreach.
Supported Triggers and Actions
Notis builds workflows that link Workday to Dynamics365. A trigger fires from one place; an action lands in another.
Workday triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
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8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Workday and Dynamics365
Connect any two apps with Notis in the middle.
Workday and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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