Create company accounts from AgentQL research
A website and a short request can become a useful company account in your CRM.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Account
Create a new account record.
Why this helps
Company research gets scattered across browser tabs, leaving account records blank or delayed.
- Capture public company context alongside the account.
- Reduce manual data entry after research.
- Give account owners a quick orientation.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dynamics 365 once in the Notis portal.
- 2Create an automation for company research intake.
- 3Ask Notis to research the supplied company website with AgentQL and create a Dynamics 365 account using only supported details.
- 4Choose the Notis webhook trigger and a destination for run reports.
- 5Test with one real company website and review the account.
Questions about this workflow
Can it fill in details the website does not show?
No. The instruction should limit the account to supported information AgentQL can find.
Does this workflow create a lead too?
No. This workflow creates a Dynamics 365 account. Create a separate workflow if you need a lead record.
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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