Create Dynamics leads from Agile CRM submissions
Capture each submitted lead in Dynamics so your sales team can follow up without re-entering details.
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
New lead details can sit in Agile CRM while someone manually recreates them in Dynamics.
- Reduce repeated data entry
- Give sales a consistent place to review incoming leads
- Keep the handoff prompt focused on the details included in the request
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 lead from each Agile CRM lead submission received by the webhook, using only supplied details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real lead example to the webhook and review the created lead and run report.
Questions about this workflow
Does Agile CRM provide a trigger for this workflow?
No Agile CRM trigger is listed here. The workflow starts when a request containing lead details reaches the Notis webhook.
Will Notis invent missing lead details?
No. Ask it to use the information in the request and leave unavailable details unspecified.
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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