Turn business inquiries into Dynamics accounts
Check contact details and capture the organization in Dynamics from one submitted inquiry.
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
Manually checking contact details and entering organization records adds friction to early sales conversations.
- Validate supplied email or phone details before account creation.
- Capture organization information in Dynamics promptly.
- Process the inquiry text for useful context.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Dynamics365 once in the Notis portal.
- 2Create a new automation and name it for business inquiry intake.
- 3Tell Notis to validate supplied email or phone details with Abstract, process the request text, and create a Dynamics account using the organization details provided.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real business inquiry.
Questions about this workflow
Does Abstract discover the organization name?
Provide the organization details in the request. The described Abstract capabilities cover validating emails, enriching IP data, verifying phone numbers, and processing text.
What if a contact detail fails validation?
Instruct Notis to skip account creation or flag the result in its run report when a check fails.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Dynamics365. A trigger fires from one place; an action lands in another.
Abstract 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
Create Account
Create a new account record.
Create Email Activity
Create Case
Create a new case.
Create Product
Create Contact
Create a new contact.
Create Product Price List Item
Connect any two apps with Notis in the middle.
Abstract and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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