Turn prospect research into ready-to-follow-up leads
Move a promising prospect from website research into Dynamics without copying details by hand.
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 often ends in scattered notes, leaving you to re-enter details before you can follow up.
- Create a lead from prospect details sent to the webhook.
- Keep supplied research context with the lead where supported.
- Reduce the gap between finding a prospect and tracking follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dynamics 365 once in the Notis portal.
- 2Create an automation in Notis and give it a clear name.
- 3In one instruction, tell Notis to create a Dynamics lead from each prospect sent by Agenty and include the supplied research context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect sent through the webhook.
Questions about this workflow
Does Agenty start this workflow directly?
Agenty has no listed trigger event here. A Notis webhook starts the workflow when it receives an HTTP request containing the prospect information.
Can the workflow research prospects itself?
This workflow uses the prospect information supplied to the webhook. It does not assume that a scraping job or research result is automatically available.
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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