Keep lead context current across Affinity and Dynamics
Carry useful relationship changes into the lead record where follow-up happens.
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
Lead records can lose accuracy when new relationship details are captured elsewhere and never transferred.
- Refresh a specified lead using newly supplied details.
- Keep CRM follow-up informed by relationship context.
- Reduce manual searching and re-entry.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dynamics once in Notis.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3In one instruction, ask Notis to update the identified Dynamics lead with relevant new details included in the Affinity handoff.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real lead and verify the intended fields or details were updated.
Questions about this workflow
Can it choose the right lead from a name alone?
Do not rely on ambiguous names. Supply an identifier or enough matching context, and instruct Notis to report uncertainty.
Will it change every lead field?
Ask it to update only the details that are relevant and provided. Review the change during the real-example test.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dynamics365. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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