Review Dynamics leads related to an Addresszen location
Use a validated location to surface existing leads before routing or creating new work.
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
Teams lose context when the same prospect appears under slightly different address formats.
- Surface related leads quickly
- Reduce duplicate prospect records
- Support informed routing
Setup
Build it in a few focused steps.
- 1Connect Addresszen and Dynamics365 once.
- 2Create an automation instructing Notis to list Dynamics leads matching the supplied normalized Addresszen location or identity fields.
- 3Choose the webhook trigger and send the complete Addresszen payload.
- 4Choose a report channel and test with one real lookup.
Questions about this workflow
Does the query prove two leads are the same?
No. It returns matches for human review; your supplied criteria determine the query.
Can it search historical Addresszen results?
No. Each run uses the Addresszen payload supplied to that webhook.
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.
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.
Addresszen and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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