Turn verified inquiries into Dynamics leads
Send an inquiry to Notis and let Abstract check the contact details before Dynamics gets a new lead.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Create a new lead.
Why this helps
Copying every inquiry into the CRM means spending time on invalid contact details and risking follow-up on bad data.
- Catch invalid email addresses before adding a lead.
- Keep inquiry intake moving without switching between tools.
- Use the original request as context for the CRM record.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Dynamics365 once in the Notis portal.
- 2Create a new automation and give it a clear name.
- 3Tell Notis to validate the inquiry email and phone with Abstract, then create a Dynamics lead with the supplied details when they are usable.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real inquiry and review the result.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Include the inquiry details you want Notis to review.
Does it create a lead when an email is invalid?
Tell Notis in the instruction to skip lead creation when Abstract reports that the email is invalid, and to include that result in the run report.
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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