Add opted-in prospects to your Dynamics contacts
Send Notis the prospect details and your instruction to create a contact, keeping the handoff from intake to CRM straightforward.
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
Manually transferring contact details creates busywork and can leave follow-up details scattered across tools.
- Create a contact from details included with the request.
- Keep contact creation tied to an explicit intake instruction.
- Reduce repetitive data entry during prospect handoff.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Dynamics365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis the outcome you want.
- 3In one instruction, ask Notis to create a Dynamics 365 contact from supplied details when the request indicates the contact should be added.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real intake example and verify the contact record.
Questions about this workflow
Does the workflow decide whether someone consented?
It uses the information and instruction provided to Notis. Include a clear indicator and the rule your process uses; do not assume the apps infer consent.
Will it update an existing contact?
This action creates a contact. It does not deduplicate or update an existing record by itself.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Dynamics365. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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