Turn Adtraction Referrals into Dynamics 365 Leads
Give promising affiliate referrals a clear place in your sales pipeline, without copying details between systems.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Create a new lead.
Why this helps
Referral details can get buried in affiliate reports while sales follow-up waits for someone to move them into the CRM.
- Create a Dynamics lead from a qualifying referral notification.
- Keep the partner and referral context in the lead description.
- Reduce the time between referral receipt and sales follow-up.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Dynamics 365 once in the Notis portal.
- 2Create an automation in Notis and describe how to turn qualifying referral details into a lead.
- 3Choose the Notis webhook trigger and send eligible Adtraction referral details to its endpoint.
- 4Choose where Notis should send run reports, then test with one real referral.
Questions about this workflow
Does Adtraction provide a native trigger for this workflow?
No. Adtraction has no listed trigger events, so this workflow starts from a Notis webhook. An external process must send the referral details to that webhook.
Can Notis decide which referrals should become leads?
Yes. Describe the qualification criteria in the automation instruction. Include any details needed to apply those criteria in the webhook request.
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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