Turn parsed inquiries into Dynamics leads
Move a parsed inquiry into your sales pipeline with the context your team needs to 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
Copying contact details and inquiry notes into CRM takes time and makes it easy to lose the reason someone reached out.
- Create a lead from each submitted parsed inquiry.
- Include relevant source details in the lead context when supplied.
- Reduce manual copying between document parsing and sales follow-up.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Dynamics 365 once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3In one instruction, ask Notis to create a Dynamics lead from each parsed inquiry and summarize its source and reason for contact.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real parsed inquiry and review the created lead.
Questions about this workflow
What starts this workflow?
A webhook starts it when an HTTP request sends the parsed inquiry to Notis. Airparser does not provide a listed trigger event here.
Will every parsed document become a lead?
Tell Notis in your instruction which inquiries qualify. Include the criteria in the request or supplied data if they are not present in the parsed result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Dynamics365. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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