Create Dynamics accounts from content partner details
Capture a partner organization in Dynamics when its details arrive through your content workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Account
Create a new account record.
Why this helps
Partner organizations introduced during content work can remain in notes instead of the CRM.
- Reduce manual account entry for partner organizations.
- Keep partner context in the CRM.
- Make new content relationships easier to find.
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 the desired outcome.
- 3Ask Notis to create a Dynamics account from supplied partner organization details and include relevant context.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real partner organization example.
Questions about this workflow
Will the workflow check for duplicates first?
The listed create action does not promise duplicate checking. Include a review step or perform a duplicate check before sending details when needed.
Does Agility CMS provide an event trigger for partner creation?
No. This uses a Notis webhook because no Agility CMS trigger events are listed.
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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