Find the relevant lead after researching a company
Bring public website context and an existing lead into one focused lookup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Dynamicscrm get a lead
View a lead.
Why this helps
A useful company clue is less valuable when it takes several searches to find the related CRM lead.
- Pair a public company clue with an existing lead record.
- Reduce manual CRM searching.
- Give the requester a compact context summary.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dynamics 365 once in the Notis portal.
- 2Create an automation for lead research lookup.
- 3Tell Notis to inspect the supplied company website with AgentQL and use the provided identifying details to retrieve the matching Dynamics 365 lead.
- 4Choose the Notis webhook trigger and a destination for reports.
- 5Test with one known lead and its company website.
Questions about this workflow
Will it search every lead automatically?
No. This action retrieves a lead; provide identifying details that can select the intended record.
Does the workflow change the lead?
No. It retrieves the record and reports context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Dynamics365. A trigger fires from one place; an action lands in another.
Agentql 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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Connect any two apps with Notis in the middle.
Agentql and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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