Turn contact research into a Dynamics 365 record
Keep contact research and CRM entry together with one request to Notis.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Create a new contact.
Why this helps
Manually collecting contact details and entering them later creates duplicate effort and incomplete CRM records.
- Save public professional details in one place.
- Create a contact only when there is enough identifying information.
- Keep a short research note with the new record.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dynamics 365 once in the Notis portal.
- 2Create an automation for researched contact intake.
- 3In one instruction, ask Notis to use AgentQL to research the named professional and create a contact with supported details and a concise source summary.
- 4Pick the Notis webhook trigger and choose a run report destination.
- 5Test with one real professional contact and check the resulting record.
Questions about this workflow
What should I include in the request?
Provide the person's name and a website, company, or other clue that helps AgentQL identify the right professional.
Does this send a message to the contact?
No. The workflow creates a Dynamics 365 contact record; it does not send communications.
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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