Move qualified Agile CRM prospects into Dynamics contacts
Keep relationship records ready in Dynamics as prospects become qualified.
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
A qualified prospect can be ready for a relationship owner while their contact record still needs manual recreation.
- Create a contact from submitted prospect details
- Reduce manual record setup
- Keep qualification as a human or upstream decision
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 contact only for qualified prospects included in webhook requests, using provided details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real qualified prospect example and review the contact.
Questions about this workflow
Does Notis decide whether a prospect is qualified?
The workflow should rely on qualification information supplied in the request or specified by you. Agile CRM trigger events are not listed here.
Can it create contacts from an incoming webhook?
Yes, if the webhook request includes the relevant prospect details and the connected Dynamics action is available.
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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