Turn Accredible credential inquiries into Dynamics leads
Keep certificate inquiries from disappearing into another inbox. Send a request to Notis and give your sales team a clear lead to review in Dynamics 365.
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
Certificate and badge inquiries can arrive outside the CRM, leaving founders to remember who needs a reply and what they asked about.
- Capture credential inquiries in the sales pipeline
- Give the team a concise summary to review
- Reduce manual copying between tools
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Dynamics365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name, prompt, report channel, and trigger.
- 3Tell Notis to summarize each incoming credential inquiry and create a Dynamics lead for follow-up.
- 4Choose the webhook trigger and provide its request endpoint to the system that sends the inquiry.
- 5Choose a report channel and test the workflow with one real inquiry.
Questions about this workflow
How does an Accredible inquiry start this workflow?
Accredible certificates has no listed native trigger here. A webhook request from an external system starts the Notis automation with the inquiry details.
Does this send a reply to the person who asked?
No. The listed Dynamics action creates a lead. A person can review the lead and decide how to respond.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Dynamics365. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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