Create Dynamics leads from Agility CMS inquiries
Capture each content inquiry as a Dynamics lead, with the original request ready for sales follow-up.
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
Inquiries collected around CMS content can get lost between publishing work and CRM follow-up.
- Reduce manual copying from inquiry notifications into the CRM.
- Keep the submitted request available for qualification.
- Start follow-up from a single webhook-triggered workflow.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3In one instruction, ask Notis to create a Dynamics lead from each Agility inquiry and include the supplied inquiry context.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real inquiry sent to the webhook.
Questions about this workflow
Does Agility CMS provide the trigger for this workflow?
No. Agility CMS has no listed trigger events here, so a Notis webhook starts the automation when it receives an HTTP request.
Will the workflow send an email to the lead?
No. The selected action creates a Dynamics lead. Email sending is not part of this workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Dynamics365. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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