Turn completed 0CodeKit research into a usable account record
Finish research with an account your team can find, understand and work from.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Research loses value when it never becomes a shared account record.
- Make research actionable
- Improve shared context
- Reduce duplicate research
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Dynamics365 in the Notis portal.
- 2Create an automation for completed account research.
- 3Tell Notis to create a Dynamics365 account from each 0CodeKit research package and include the most useful operating summary.
- 4Pick the notis_webhook trigger and choose a report channel.
- 5Test with one completed research package.
Questions about this workflow
Can Notis omit low-confidence details?
Yes. Tell it to include only supported facts and report uncertainty separately.
What if an account already exists?
Ask Notis to check the returned context and report a possible duplicate before creating.
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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