Keep Advertiser Organizations in Dynamics
Give advertiser relationships a clear account record your team can find and build on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Account
Create a new account record.
Why this helps
Company details scattered across partner operations make it harder for sales and support to understand the organization behind a referral.
- Create account records from organization details in webhook requests.
- Keep advertiser context available in the CRM.
- Make related sales or support work easier to organize around an account.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Dynamics 365 once in the Notis portal.
- 2Create a Notis automation and describe which advertiser details should create an account.
- 3Choose the Notis webhook trigger and send the organization details to its endpoint.
- 4Choose a report destination and test with one real advertiser record.
Questions about this workflow
Can this workflow check whether the account already exists?
The listed create action does not specify duplicate checking. Ask Notis to check available account data first, then review potential duplicates in Dynamics.
Does Adtraction send the webhook automatically?
No Adtraction trigger events are listed. An external process must send the advertiser details to the Notis webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Dynamics365. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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