Keep campaign context on the existing lead
When new campaign context arrives, add it to the lead your team already works from.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Lead
Update an existing lead.
Why this helps
Useful context can be separated from an existing lead when teams create parallel notes or rely on manual follow-up.
- Update an existing lead using supplied context.
- Keep the handoff attached to the lead record.
- Reduce duplicate or disconnected campaign notes.
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 update the specified Dynamics lead using the campaign context and update details in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real lead reference and a supplied update.
Questions about this workflow
Will this search for the lead automatically?
The listed action updates an existing lead. Include the lead reference in the webhook request.
Can it add context that is missing from the request?
No. Provide the campaign context you want applied and do not rely on unavailable Adrapid event history.
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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