Save an enriched Aeroleads prospect as a contact
Keep useful contact research ready in Dynamics without re-entering details by hand.
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
Enrichment is most useful when the verified details make it into the place where you manage relationships.
- Capture available enriched details in one place.
- Spend less time retyping contact information.
- Keep research close to relationship management.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Ask Notis to create a Dynamics contact from the person details supplied in each enrichment request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real enriched contact request.
Questions about this workflow
Does this create a lead or a contact?
This workflow creates a Dynamics contact. Use a lead workflow when the prospect still needs qualification.
Can it fill details that were not provided?
No. Notis can use the details available in the request; supply any additional information in the request or instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dynamics365. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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