Create a Dynamics365 lead from every qualified 0CodeKit request
Send qualified requests from 0CodeKit straight into Dynamics365 so follow-up starts with the right context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Qualified requests can sit in automation logs while sales follow-up is delayed.
- Reduce manual CRM entry
- Preserve qualification context
- Start follow-up faster
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Dynamics365 in the Notis portal.
- 2Create a new automation and name it for qualified lead capture.
- 3Tell Notis to create a Dynamics365 lead from each qualified 0CodeKit payload and summarize the buying need.
- 4Pick the notis_webhook trigger and choose a report channel.
- 5Test it with one real qualified request.
Questions about this workflow
What starts this workflow?
An HTTP request sent to the Notis webhook starts the workflow.
Can Notis summarize the request?
Yes. Include the desired summary in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Dynamics365. A trigger fires from one place; an action lands in another.
0CodeKit 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.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
0CodeKit and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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