Bring an Affinity person into Dynamics contacts
Create a Dynamics contact when a relationship needs a clear home in the CRM.
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
Important relationship contacts can remain outside the CRM workflow when teams rely on manual re-entry.
- Create a contact from details submitted with the handoff.
- Keep relationship tracking connected to CRM follow-up.
- Reduce manual copying between tools.
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 create a Dynamics contact from the supplied Affinity person details when the person should be tracked in CRM.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real person and confirm the contact record.
Questions about this workflow
Can the workflow choose an account association?
Only use an association when the request supplies enough information to identify the supported Dynamics account. Otherwise have Notis report that it is missing.
Will it merge duplicates?
The listed action creates a contact and does not describe duplicate merging. Review for an existing contact before using it.
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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