Move new Agiled lead requests into Dynamics
Capture a lead request once and give your sales team a Dynamics lead to work from.
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
Lead details can sit in project or CRM workflows while nobody remembers to transfer them into the sales pipeline.
- Reduce manual re-entry between Agiled and Dynamics.
- Give sales a consistent place to review incoming prospects.
- Use Notis to summarize or clarify details before creating the lead.
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 each incoming Agiled request and create a Dynamics lead with the useful prospect details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and check the resulting lead.
Questions about this workflow
Does Agiled provide the trigger for this workflow?
No Agiled trigger event is listed. A webhook starts the Notis automation, and its instruction can use the connected Agiled access to handle the incoming request.
Will Notis decide which details belong on the lead?
You can ask Notis to use the details available in the request. If a required detail is missing, instruct it to flag that gap rather than invent it.
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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