Keep Dynamics 365 lead details current with AccuLynx
Pass along changed lead context without asking someone to copy it over by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Lead
Update an existing lead.
Why this helps
Lead records can become stale when project or qualification details change outside the CRM.
- Reduce stale lead details
- Keep project context aligned with follow-up
- Cut repetitive updates
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to update the existing Dynamics 365 lead identified in each webhook request with the new supplied details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real update request for an existing lead.
Questions about this workflow
How does Notis know which lead to update?
The request must identify the existing Dynamics lead in a way the action can use. Include the record identifier or another supported reference.
Will it create a lead if no match is found?
This action updates an existing lead. It does not create a replacement lead when no matching record can be identified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Dynamics365. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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