Move onboarding contacts into Dynamics365 on schedule
When you review new people as part of a recurring onboarding routine, Notis can create the corresponding Dynamics365 contacts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
People can be ready for relationship follow-up while their contact records remain stuck on a list or in a chatbot conversation.
- Creates CRM contacts as part of an existing routine.
- Reduces manual transfer from onboarding lists.
- Helps make new relationships easier to pick up later.
Setup
Build it in a few focused steps.
- 1Connect Chatforma and Dynamics365 to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Give Notis one instruction describing the recurring onboarding list and which people should become contacts.
- 4Choose a recurring schedule trigger and select where run reports should appear.
- 5Test with one real onboarding contact and inspect the Dynamics365 record.
Questions about this workflow
Can the workflow include contacts found in Chatforma?
A custom backend can provide relevant Chatforma data to Notis; the trigger in this workflow remains a recurring schedule.
What should happen if contact details are incomplete?
State in the prompt that Notis should skip incomplete entries and surface them in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chatforma to Dynamics365. A trigger fires from one place; an action lands in another.
Chatforma 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.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
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.
Chatforma and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.