Capture new organizations from Ably events
Give promising company relationships a home in Dynamics as soon as they surface in your event stream.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Account
Create a new account record.
Why this helps
A new organization appears in a live signal, but no one has time to recreate its details in CRM.
- Move organization context into Dynamics
- Use only details carried by the event
- Make relationship follow-up easier to coordinate
Setup
Build it in a few focused steps.
- 1Connect Ably and Dynamics365 once in the Notis portal.
- 2Create an automation for organization capture.
- 3Tell Notis to create a Dynamics account from a webhook reporting a new organization, using only supplied company details and flagging possible duplicates.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real organization event and inspect the account.
Questions about this workflow
Does the event need to include a company name?
Yes. Notis should skip account creation or report the missing name if the payload does not identify the organization.
Can this update an existing account?
This workflow uses the create account action. For existing accounts, use an appropriate update action if available for the field and record.
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.
Create Annotation
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
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.