Create a Dynamics365 lead from a qualified demo event
When a prospect books a qualified demo, Notis creates the lead before the meeting starts.
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
High-intent demo bookings can wait hours before entering the CRM.
- Captures intent immediately
- Improves meeting preparation
- Prevents lead entry delays
Setup
Build it in a few focused steps.
- 1Connect Notis and Dynamics365 once.
- 2Create an automation for qualified demo events.
- 3Tell Notis to create a lead from the webhook and include qualification context.
- 4Choose the Notis webhook trigger and a report channel.
- 5Test with one real demo event.
Questions about this workflow
Can it reject unqualified bookings?
Yes, define the qualification signal required in the instruction.
Can it include meeting context?
Yes, provided the webhook sends that context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Dynamics365. A trigger fires from one place; an action lands in another.
Coda 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.
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Connect any two apps with Notis in the middle.
Coda and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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