Carry client intake into Dynamics contacts
Keep contact details from getting stranded in intake by creating a Dynamics contact from the information Agiled provides.
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
Client contact information entered during project intake often needs to be typed again before sales or support can use it.
- Reduce repeated entry of client contact details.
- Make useful intake information available in Dynamics.
- Flag incomplete information before creating a contact.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review the Agiled intake information and create a Dynamics contact when the details support a reliable contact record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real intake and verify the contact details.
Questions about this workflow
Does this create a contact for every webhook?
The prompt can tell Notis to create a contact only when the incoming information supports one, and to report incomplete or ambiguous details.
Does this check for existing contacts first?
You can ask Notis to review available Dynamics contact data before creating a record. Confirm any possible match before creating a duplicate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Dynamics365. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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