Create contacts from 7shifts team members
Give operations and people teams a consistent contact record for every new team member.
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
Important employee details remain scattered between scheduling and CRM systems.
- Centralize contact information
- Reduce manual onboarding work
- Make cross team follow-up easier
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dynamics365 once in the Notis portal.
- 2Create an automation named Staff member contact record.
- 3Describe that each team member payload should create a Dynamics365 contact.
- 4Pick the notis_webhook trigger and use the generated endpoint.
- 5Choose where run reports go and test with one real employee payload.
Questions about this workflow
Does this require a custom 7shifts event?
No. A notis_webhook request can carry the team member data.
What if a contact already exists?
Tell Notis to check the supplied email or employee identifier and report possible duplicates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Dynamics365. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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