Keep lead records current as new details arrive
When new information comes in, send Notis the lead reference and details to apply. It updates the existing Dynamics 365 lead.
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
New prospect information often stays in intake notes while CRM records remain outdated.
- Apply new intake details to a specified lead record.
- Reduce repetitive CRM edits after new information arrives.
- Keep updates tied to an explicit lead reference and request.
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 which lead information to update.
- 3In one instruction, ask Notis to update the specified Dynamics 365 lead using only the new details supplied.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real lead and verify the changed record.
Questions about this workflow
Does the workflow find the right lead automatically?
The update action needs an existing record reference and update details. Supply a reliable lead identifier rather than assuming a match.
Will it overwrite every field?
It should update only the information specified in your instruction and supported by the action. Verify the result with a real example.
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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