Create researched Dynamics 365 leads from website findings
Send Notis a prospect's website and get a Dynamics 365 lead with concise research context ready for 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
Prospect research and CRM entry often happen in separate sessions, so useful context gets lost before anyone follows up.
- Capture prospect details while the research is fresh.
- Give sales a concise starting point for qualification.
- Reduce copy and paste between research and CRM.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dynamics 365 once in the Notis portal.
- 2Create an automation and name it for website prospect research.
- 3Tell Notis to research the supplied website with AgentQL and create a Dynamics 365 lead using supported details and a short research summary.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real prospect website and review the created lead.
Questions about this workflow
What starts this workflow?
A request to its Notis webhook starts the automation. Include the prospect website and any context you want Notis to consider.
Will it invent missing lead details?
No. It should use information AgentQL can find and leave unavailable details unspecified.
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.
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.
Agentql and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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