Create Dynamics contacts with useful context included
Turn submitted contact details into a Dynamics contact that is easier to recognize and follow up with.
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
A bare contact record often leaves you searching for why the person matters or what to do next.
- Reduce repetitive contact entry.
- Summarize relevant details in the record description.
- Keep contact setup connected to the information that prompted it.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Dynamics365 once in Notis.
- 2Create an automation in the portal or from any channel.
- 3In one instruction, ask Notis to analyze submitted contact details and create a contact with a brief context summary.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real contact submission and review the result.
Questions about this workflow
What information can Notis use?
It can analyze information included in the webhook submission. Do not assume it can look up details that were not supplied.
Does creating a contact send a message?
No. This workflow creates a Dynamics contact record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Dynamics365. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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