Create Dynamics contacts from Agility CMS details
Keep the people behind your content work in Dynamics, ready for your team to connect the dots.
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
Names and contact details gathered during content work often stay outside the CRM where the team follows relationships.
- Avoid retyping supplied person details into Dynamics.
- Keep relationship context alongside the contact record.
- Make content-related contacts easier to find in the CRM.
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 describe it to Notis from any channel.
- 3Ask Notis to create a Dynamics contact from each webhook request containing person details and to retain the supplied context.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real person record or request.
Questions about this workflow
What information does this workflow use?
It can use person details supplied in the webhook request. The workflow should not assume Agility CMS sends fields that are not included.
Does this create a lead or a contact?
It uses the Dynamics Create Contact action, so it creates a contact record.
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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