Create a Dynamics contact from an agreement handoff
Keep new customer contact details moving from document workflows into Dynamics.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Create a new contact.
Why this helps
Contact information captured during an agreement process can be missed when it has to be copied by hand.
- Capture contacts provided by the document handoff
- Cut manual copying into Dynamics
- Keep contact creation tied to a clear incoming 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 that the incoming handoff should create a contact from its supplied contact details.
- 4Pick the webhook trigger and choose a destination for run reports.
- 5Send one real contact handoff and review the result in Dynamics.
Questions about this workflow
Does the webhook create a contact from an ActiveMerge event?
ActiveMerge trigger events are not listed here. The workflow starts when an external process sends a request to the Notis webhook.
Can missing contact details be inferred?
No. Include required details in the webhook request or provide them in your instruction.
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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