Keep Dynamics leads aligned with new findings
When prospect research changes what you know, update the lead record while the new information is in front of you.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Lead
Update an existing lead.
Why this helps
New findings do not help the sales team if the lead record still reflects an earlier snapshot.
- Bring new research into the existing record.
- Reduce repetitive CRM maintenance.
- Keep qualification context together.
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 lead with the specific new findings supplied in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead and an explicit update.
Questions about this workflow
Will this create another lead?
No. This workflow updates an existing lead. Provide context to identify the record.
Can it change lead qualification status?
State the intended update and provide the evidence or status you want reflected.
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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