Add an account from a document workflow request
Bring new organizations from document workflows into your CRM with less interruption.
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
An organization named in a document process may never reach Dynamics if intake depends on a later manual task.
- Capture organization details when the request arrives
- Reduce context switching during account intake
- Create accounts from information the source actually supplies
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dynamics 365 once in the Notis portal.
- 2Create a new automation in Automations and give it a specific name.
- 3In one instruction, ask Notis to create an account from the organization details in the request.
- 4Choose the webhook trigger and a report destination.
- 5Send one real organization request and inspect the created account.
Questions about this workflow
What starts account creation?
An HTTP request to the Notis webhook starts it. No ActiveMerge trigger event is available in this package.
Can Notis fill in company details not in the request?
Only if you provide those details in the request or instruction. The workflow should not assume missing account data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Dynamics365. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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