Keep lead records enriched and current
Let verified enrichment reach the CRM without manual copying.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Useful enrichment data sits in another service and CRM records remain incomplete.
- Reduce incomplete lead records
- Save research time
- Keep source context visible
Setup
Build it in a few focused steps.
- 1Connect Dynamics365 in Notis.
- 2Create an automation named Lead enrichment update.
- 3Tell Notis to update the matching lead with verified fields supplied in the payload and report any conflicts.
- 4Choose a webhook trigger and connect the enrichment service.
- 5Choose a report channel and test with one real payload.
Questions about this workflow
Will it overwrite existing values?
Tell Notis which fields may be replaced and which conflicts must be reported.
What if enrichment is uncertain?
Ask Notis to leave uncertain values unchanged and report them for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Dynamics365. A trigger fires from one place; an action lands in another.
Timelinesai 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.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Timelinesai 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.