Turn person research into a useful contact record
Create a contact in Dynamics from the person details you have already gathered in Agenty.
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
Person research can remain separate from the CRM, making later outreach harder to prepare and track.
- Create a Dynamics contact from details included in a webhook request.
- Keep supplied context available with the new contact where supported.
- Skip manual re-entry of researched person details.
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 contact creation.
- 3Tell Notis in one instruction to create a Dynamics contact from person details sent to the webhook, using the supplied information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real person record.
Questions about this workflow
Can the workflow fill in missing contact details?
No. It can use the details supplied with the request, but it cannot assume missing email addresses, names, or other information.
Can it connect the contact to an account?
Include a supported account reference if you want a relationship and the action supports it. Do not assume Notis will look up a company automatically.
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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