Create leads from 7shifts staffing needs
Capture staffing demand while it is fresh and route it into your sales pipeline.
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
Hiring or staffing signals can be buried in scheduling notes and missed by the right owner.
- Respond to demand sooner
- Preserve context from scheduling operations
- Give sales a clear follow-up queue
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dynamics365 in Notis.
- 2Create an automation named Staffing lead intake.
- 3In one instruction, ask Notis to create a lead from payloads that describe staffing demand.
- 4Select notis_webhook and provide its endpoint to the source process.
- 5Choose a report channel and test with one representative staffing request.
Questions about this workflow
How does Notis know which payloads are staffing requests?
Describe the distinguishing text or fields in your instruction and include them in the webhook payload.
Can it include the restaurant location?
Yes. Ask it to use the supplied location context when creating the lead.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.