Create a Dynamics365 contact from 0CodeKit intake
Keep new people out of scattered intake records and inside the CRM your team uses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
New contact details often remain trapped in forms, scripts or processing logs.
- Keep contact records current
- Avoid duplicate typing
- Make new relationships searchable
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Dynamics365 in the Notis portal.
- 2Create an automation for completed person intake.
- 3Tell Notis to create a Dynamics365 contact from each complete 0CodeKit payload and note any missing details.
- 4Pick the notis_webhook trigger and choose a report channel.
- 5Test with one real intake payload.
Questions about this workflow
What if the intake is incomplete?
Tell Notis to report missing details and skip creation until the profile is complete.
Can this handle repeat submissions?
Ask Notis to check the returned context for an existing contact before creating one.
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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