Review Dynamics leads for an incoming inquiry
Bring existing lead context into view before responding to a new inquiry.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Dynamicscrm get all leads
View all leads.
Why this helps
A new inquiry can arrive while related lead history is buried in another tool.
- Retrieve lead context in response to a specific request
- Help spot existing prospects before creating another record
- Reduce manual CRM searching
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 how Notis should review the leads returned for the inquiry, using only available information.
- 4Pick the webhook trigger and choose where run reports go.
- 5Send one real inquiry request and review the returned lead data.
Questions about this workflow
Does this action search for one exact lead?
The listed action retrieves all leads. It is not described as an exact-match lookup.
Can Notis compare with information not returned?
No. Any comparison must use returned data or additional information that you provide.
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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