Update a Dynamics lead from a completed form handoff
Keep prospect details current in Dynamics when a completed form brings in changes.
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
Updated lead information can remain in a document while the CRM still reflects an older picture.
- Apply revised details supplied by the handoff
- Reduce manual CRM edits after document completion
- Keep updates tied to a specific request
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 name it.
- 3Describe which supplied lead details should be updated and how the request identifies the lead.
- 4Pick the webhook trigger and choose where run reports go.
- 5Send one real update request and review the changed lead.
Questions about this workflow
Will the workflow update every lead?
No. The request and action input must identify the intended lead. Do not proceed with an ambiguous record selection.
What if a field is missing from the handoff?
Only use details supplied in the request. The workflow cannot assume missing updated values.
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.
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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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