Create a Dynamics lead from an Affinity contact
Move a promising contact into Dynamics with the context your team needs to follow up.
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
A promising Affinity contact can sit outside the sales queue while someone manually recreates it in Dynamics.
- Reduce duplicate data entry between relationship tracking and CRM.
- Preserve available qualification details for follow-up.
- Start the workflow when an HTTP request is received.
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 review the submitted Affinity contact and create a Dynamics lead when it represents a qualified prospect.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact and check the resulting Dynamics lead.
Questions about this workflow
Does Affinity start this workflow by itself?
No. Affinity has no listed trigger event here, so this workflow starts when Notis receives an HTTP webhook request.
Will it create a lead for every submitted contact?
The instruction can ask Notis to create a lead only when the submitted contact meets your qualification criteria. Criteria must be included in your instruction or supplied with the request.
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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