Create Dynamics accounts from Agile CRM company details
Bring company records into Dynamics when a handoff is ready for account management.
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 handoffs take longer when someone has to retype basic organization details into Dynamics.
- Reduce repetitive company data entry
- Create account records from supplied details
- Keep handoffs tied to submitted source context
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to create a Dynamics account from each company handoff received by the webhook, using supplied company details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real company handoff and review the new account.
Questions about this workflow
Does this check for existing Dynamics accounts first?
The listed action creates an account. If duplicate prevention matters, include an explicit lookup step in the instruction using available search capabilities before creation.
Can it fill in missing company information?
No. It should use only details supplied or available through the connected app.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dynamics365. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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