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Notis

Find a Dynamics contact from Addresszen normalized details

Locate an existing contact before adding another record with the same verified location.

Trigger

Webhook received

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

Action

Query contacts

List or filter contacts, with optional field selection, related records, counts, or grouped results.

Why this helps

Duplicate contacts make follow-up unreliable and clutter CRM history.

  • Prevent duplicate contacts
  • Improve contact matching
  • Keep CRM history consolidated

Setup

Build it in a few focused steps.

  • 1Connect Addresszen and Dynamics365 once.
  • 2Tell Notis to query Dynamics contacts using the supplied Addresszen normalized location and contact identity details, returning matches for review.
  • 3Choose the webhook trigger and send the complete Addresszen payload.
  • 4Choose a report channel and test with one real contact lookup.

Questions about this workflow

Will it merge contacts automatically?

No. It returns bounded query results for a person to review.

What data is searched?

Only the identity and normalized location values supplied in the Addresszen payload and your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Addresszen 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.

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

When this happens · Trigger

Do this · Action

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