Create better-context Dynamics contacts
Turn a contact submission and its available context into a Dynamics contact with help from Abstract.
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
Contact submissions arrive with useful context scattered across notes and technical details that take time to interpret.
- Add useful context from supplied IP data.
- Summarize accompanying text for easier review.
- Create a contact from one submitted request.
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 contact intake.
- 3Tell Notis to enrich any supplied IP data with Abstract, process the accompanying text, and create a Dynamics contact using the submitted contact details.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real contact submission.
Questions about this workflow
Does the workflow look up IP data on its own?
No. Include the IP address in the webhook request if you want Abstract to enrich it.
Can it preserve the original submission?
Ask Notis to include the original text and its processed summary in the contact details or run report, as appropriate.
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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