Keep new campaign contacts in Dynamics
Turn a submitted contact handoff into a CRM record so it is easier to continue the conversation.
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 details passed from campaign work can be misplaced or re-entered inconsistently when the team is busy.
- Create a contact from submitted details.
- Keep campaign handoff information in Dynamics.
- Reduce manual CRM entry after campaign work.
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Dynamics contact from the contact details in the incoming request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact handoff.
Questions about this workflow
Does Adrapid provide a contact trigger event?
No trigger events are listed for Adrapid. The webhook request starts this workflow.
What details should the request include?
Include the contact details and any campaign context you want retained. Notis should not invent missing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Dynamics365. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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