Keep Dynamics contacts current with new enrichment
Bring new contact details into the CRM when your research adds something useful.
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
A contact record can go stale while updated business details remain in the research tool.
- Keep contact information current from supplied research.
- Reduce repeated manual edits.
- Retain a clearer CRM record for future conversations.
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 update the identified Dynamics contact with the new details supplied in the enrichment request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one existing contact and a specific enrichment update.
Questions about this workflow
Does this create a new contact?
This package uses the contact update action. Use the contact creation workflow when the person does not already have a record.
How does Notis find the existing contact?
Include the record context needed to identify the contact, or describe an identification method based on information available to Notis.
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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