Capture new people from Ably identity events
Keep a new customer or partner contact from getting lost in the flow of live events.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Create a new contact.
Why this helps
People mentioned in operational signals often never make it into the relationship record.
- Capture supplied contact details once
- Keep relevant people findable in Dynamics
- Avoid creating records from incomplete payloads
Setup
Build it in a few focused steps.
- 1Connect Ably and Dynamics365 once in the Notis portal.
- 2Create an automation for new contact capture.
- 3Tell Notis to create a Dynamics contact when the webhook contains a new person's usable identity details and to skip incomplete or duplicate-looking information for review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real identity event and verify the contact.
Questions about this workflow
Does this workflow check for existing contacts?
The create action is not a deduplication action. You can ask Notis to check available Dynamics contact data when context permits, and report possible duplicates rather than creating another record.
Can it fill details that are absent?
No. It should use only the details supplied in the event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Dynamics365. A trigger fires from one place; an action lands in another.
Ably triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
Ably and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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