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Notis

Create better checked Dynamics contacts

When a contact arrives by webhook, Notis can check its address, email, and phone with Addressfinder and save the findings alongside the new Dynamics contact.

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 records often arrive with partial or mistyped details that are easy to overlook until someone needs to reach the person.

  • Check incoming contact details before they enter Dynamics.
  • Keep the verification outcome available to the team.
  • Avoid repeated manual checks during contact setup.

Setup

Build it in a few focused steps.

  • 1Connect Addressfinder and Dynamics once in the Notis portal.
  • 2Create a named automation in Automations, New Automation.
  • 3Tell Notis to verify contact details from the request and create a Dynamics contact with the findings.
  • 4Pick the webhook trigger and choose a report channel.
  • 5Test with one real contact request.

Questions about this workflow

What starts the automation?

An external system sends an HTTP request to the Notis webhook. Addressfinder does not provide a trigger event in this setup.

Can it correct every bad detail automatically?

The instruction can ask Notis to use Addressfinder's verification results when creating the contact. Review uncertain or missing details through the run report.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Addressfinder to Dynamics365. A trigger fires from one place; an action lands in another.

Addressfinder triggers

Dynamics365 actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get all invoices action

View all invoices.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Annotation

Creates a text or attachment note, optionally linked to a supported record.

ActionInstant

Create Account

Create a new account record.

ActionInstant

Create Email Activity

Creates and stores a draft email activity without sending the email.

ActionInstant

Create Case

Create a new case.

ActionInstant

Create Product

Creates a catalog product and returns its selected representation.

ActionInstant

Create Contact

Create a new contact.

ActionInstant

Create Product Price List Item

Adds an existing product and unit to an existing price list.

ActionInstant

Connect any two apps with Notis in the middle.

Addressfinder and Dynamics365, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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