Turn company research into organized Dynamics accounts
Keep the companies you research in Agenty close to the sales work happening in Dynamics.
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
Useful company research can get stranded in browser notes instead of becoming a record your team can act on.
- Create an account from company information supplied by Agenty.
- Keep research details available alongside the account.
- Avoid retyping company information after prospecting.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dynamics 365 once in the Notis portal.
- 2Create an automation in Notis and name it for company account creation.
- 3Tell Notis in one instruction to create a Dynamics account from company details received through the webhook.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real company record.
Questions about this workflow
What starts account creation?
An HTTP request to the Notis webhook starts this workflow. Agenty can supply the company details in that request.
Can Notis infer details that were not sent?
No. The workflow can use details supplied to the webhook, but it cannot assume missing company fields or research context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Dynamics365. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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