Update Dynamics leads with parsed details
Bring new information from a document back to the lead record your team already uses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Lead
Update an existing lead.
Why this helps
A lead can remain out of date when new details arrive in a document but no one returns to update the CRM.
- Update an identified lead with relevant newly supplied details.
- Keep the source context visible in a change summary.
- Reduce manual CRM maintenance after new documents arrive.
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.
- 3Ask Notis in one instruction to update the identified Dynamics lead with relevant new details from the submitted parse and summarize the changes.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real parsed update and verify the intended lead changed.
Questions about this workflow
How does Notis know which lead to update?
Identify the lead in the request using information available to your workflow. If the record cannot be identified unambiguously, instruct Notis to report that instead of updating a guessed record.
Will it overwrite existing information?
State how to handle conflicting or blank values in your instruction. The workflow should use only the details supplied in the parsed data or request.
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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