Keep Adtraction Partner Contacts in Dynamics
Make partner details easier to find when it is time to review a relationship or reach out.
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
Partner contact details can live in affiliate tools while relationship owners look elsewhere for a reliable CRM record.
- Create contact records from partner details sent to a webhook.
- Include the affiliate relationship context in the contact record.
- Keep sales and partnership teams working from a familiar CRM.
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 partner details should become a contact.
- 3Choose the Notis webhook trigger and send partner details to its endpoint.
- 4Choose a run report destination and test with one real partner contact.
Questions about this workflow
Will this automatically detect duplicate contacts?
The listed contact creation action does not specify duplicate detection. Ask Notis to check available context before creating a contact, and review possible duplicates in Dynamics.
Where do webhook details come from?
A connected integration or another process must send the Adtraction partner details to the Notis webhook. Adtraction has no native trigger event listed here.
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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