Create a Dynamics365 account when a company is verified
Move verified company details into Dynamics365 while the research is still fresh.
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
Company research can be completed without ever becoming a usable CRM account.
- Capture verified companies quickly
- Preserve research context
- Improve account coverage
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Dynamics365 in the Notis portal.
- 2Create an automation for verified company profiles.
- 3Tell Notis to create a Dynamics365 account from each verified 0CodeKit result and include a concise company summary.
- 4Pick the notis_webhook trigger and select a report channel.
- 5Test with one verified company payload.
Questions about this workflow
What counts as verified?
Define the verification signal in your plain language instruction based on your 0CodeKit process.
Can it skip uncertain companies?
Yes. Tell Notis to create an account only when the payload meets your confidence rule.
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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