Capture researched companies as Dynamics accounts
Give a company a home in Dynamics while the details from your research are ready to hand.
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 research and contact research can become disconnected when the organization record is missing from the CRM.
- Keep company context in the CRM.
- Support clearer contact and account organization.
- Cut manual company record entry.
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 account from the company details supplied with the prospect request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real company research request.
Questions about this workflow
Does this also create a contact?
No. This workflow creates a Dynamics account. Use a contact or lead workflow for a person record.
Can it use company data Aeroleads did not return?
No. Supply any details you need included in the request.
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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