Move qualified AgencyZoom prospects into Dynamics 365
Send a qualified prospect to Notis and give your sales team a ready-to-work Dynamics lead.
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
Qualified prospects can sit in AgencyZoom while someone manually recreates their details in Dynamics, adding delay and losing context.
- Reduce duplicate entry between agency sales tools.
- Keep supplied qualification notes with the Dynamics lead.
- Make the next sales step easier to pick up.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom 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.
- 3In one instruction, ask Notis to create a Dynamics lead from each qualified prospect sent to the webhook, including the supplied contact and qualification context.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real qualified prospect and review the created lead.
Questions about this workflow
How does AgencyZoom start this workflow?
AgencyZoom has no listed trigger event here. Send a qualified prospect to a Notis webhook to start the automation.
Does this workflow decide whether a prospect is qualified?
The webhook request should represent a prospect you consider qualified, or include clear qualification criteria and the information needed to apply them.
Will the workflow send an email to the prospect?
No. It creates a Dynamics lead; it does not send email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Dynamics365. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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