Turn qualified inbound requests into Dynamics 365 leads
Send Notis the prospect details and qualification context. It creates a lead in Dynamics 365 so the next step is easier to pick 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
Inbound requests can lose their context when founders have to re-enter details in the CRM before responding.
- Create a lead from a webhook request without retyping the provided details.
- Keep the supplied qualification context with the prospect record.
- Reduce delay between inbound interest and CRM follow-up.
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 desired outcome in plain language.
- 3In one instruction, ask Notis to create a Dynamics 365 lead from supplied prospect and qualification details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real inbound example and confirm the created lead.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Anthropic administrator does not provide a trigger event for this workflow.
What information should the request include?
Include the prospect details and qualification context you want Notis to use. Do not assume the CRM has information that was not supplied or returned.
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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