Capture qualified referrals as Dynamics365 leads
Make every trusted introduction easy to act on.
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
Referrals lose momentum when they sit in forms, messages, or internal handoffs before entering the CRM.
- Shortens referral response time
- Preserves the referrer's context
- Creates a consistent intake path
Setup
Build it in a few focused steps.
- 1Connect Dynamics365 in the Notis portal.
- 2Create an automation that reviews the webhook referral payload and creates a Dynamics365 lead with qualification context and a suggested next step.
- 3Pick a Notis webhook as the trigger.
- 4Choose a report channel and test with one real referral payload.
Questions about this workflow
Can it skip low-quality referrals?
Yes. Define the minimum evidence or fit criteria in the automation instruction.
What if the referral lacks contact details?
Notis can create only when required details are present and report what must be collected first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Dynamics365. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
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.
Fireflies and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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