Turn a prospect intake request into a Dynamics 365 lead
Send an intake payload to Notis and give every promising inquiry a place in the sales pipeline.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Prospect details captured outside your CRM can be easy to forget when intake depends on a manual follow-up step.
- Accept prospect details from an HTTP request.
- Create a CRM lead without re-entering intake information.
- Keep the handling instruction in plain language.
Setup
Build it in a few focused steps.
- 1Connect Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create a Dynamics 365 lead from prospect details received by the webhook.
- 4Choose the Notis webhook trigger and select a channel for run reports.
- 5Test by sending one real prospect example to the webhook.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. The request should include the prospect details needed for lead creation.
Does this workflow use Asana?
No. It uses a Notis-native webhook trigger and Dynamics 365 as the target.
Can this receive information from any form?
It can start when an HTTP request reaches the webhook. The sending system must be able to make that request and include usable information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Dynamics365. A trigger fires from one place; an action lands in another.
Asana triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Task Created
Triggers when a new task is created in a project.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Task Updated
Triggers when a task is updated in a project.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Asana and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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