Create a Dynamics lead from a signed document handoff
A completed document can start the next sales conversation without a manual re-entry step.
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
Prospect details can sit in a completed document while someone still has to create the CRM record.
- Capture prospects from a completed document workflow
- Reduce duplicate data entry between document and CRM work
- Start with details supplied by the webhook
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe that a completed document handoff should create a Dynamics lead using only supplied prospect details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real example webhook and review the created lead and run report.
Questions about this workflow
Does ActiveMerge provide the trigger for this workflow?
No. ActiveMerge has no listed trigger events. A webhook request sent to Notis starts this workflow.
What details will the lead use?
Notis can use prospect details included in the webhook request. Supply any details that are not present in that request.
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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