Turn qualified intake webhooks into leads
Send high intent inquiries straight into your CRM.
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
Qualified inquiries wait in form tools before anyone creates a CRM record.
- Shorten response time
- Centralize qualified inquiries
- Keep intake context attached
Setup
Build it in a few focused steps.
- 1Connect Dynamics365 in Notis.
- 2Create an automation named Qualified intake lead.
- 3Tell Notis to create a Dynamics lead from each qualified inquiry payload and summarize the stated need.
- 4Choose a webhook trigger and copy the generated endpoint to your intake service.
- 5Choose a report channel and test with one real payload.
Questions about this workflow
Can the webhook come from a form tool?
Yes, as long as the service sends the inquiry data to the Notis webhook endpoint.
What happens when required details are absent?
Ask Notis to create only when your required criteria are present and report incomplete payloads.
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
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