Create Dynamics leads from parsed resumes
Move candidate or prospect details from a parsed resume into Dynamics without retyping them.
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
Resume details arrive in documents and never make it into the sales pipeline.
- Reduce manual entry from resume documents.
- Keep lead details together in Dynamics.
- Start follow-up with a structured CRM record.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dynamics 365 once in the Notis portal.
- 2Create an automation and describe how resume details should become a Dynamics lead.
- 3Choose a webhook trigger that receives the parsed resume data.
- 4Choose where Notis run reports should go.
- 5Test with one real parsed resume and confirm the lead details.
Questions about this workflow
What starts this automation?
A Notis webhook request carrying parsed resume data from your Affinda document workflow.
Will it invent missing candidate details?
No. Notis can use the supplied parsed data and leave unavailable details out.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Dynamics365. A trigger fires from one place; an action lands in another.
Affinda 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.
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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.
Affinda and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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