Create Dynamics leads from AI-qualified prospect details
Submit a prospect once. Notis can assess the details and open a Dynamics lead with a useful qualification summary.
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
Promising prospects can get lost when research and lead entry happen in separate tools.
- Reduce manual lead entry after prospect research.
- Keep the qualification rationale with the lead.
- Make follow-up easier to start.
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.
- 3Tell Notis to analyze submitted prospect details and create a Dynamics lead with a concise qualification summary.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real prospect and review the created lead.
Questions about this workflow
What starts this workflow?
A webhook request starts it when you submit prospect details for analysis.
Does the workflow decide whether a prospect is qualified?
Notis can analyze the supplied details and summarize its assessment. Provide the criteria you want it to use in the instruction.
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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