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Notis

Create Dynamics365 contacts from webhooks

Turn contact submissions into usable CRM records without manual retyping.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Contact

Creates a new contact entity record in dynamics crm using the web api.

Why this helps

Contact forms and event systems often create follow-up work instead of a clean CRM record.

  • Speed up contact capture
  • Keep source context
  • Reduce repetitive entry

Setup

Build it in a few focused steps.

  • 1Connect Notis and Dynamics365 in the portal.
  • 2Create an automation and describe the contact creation outcome.
  • 3Choose the Notis webhook trigger and copy its endpoint.
  • 4Choose a report channel for run reports.
  • 5Send one real contact payload to test the workflow.

Questions about this workflow

Can the webhook include company context?

Yes. Include the company and any relevant relationship details in the request.

What if the contact already exists?

Ask Notis to check for a match and report duplicates before creating a record.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Todoist to Dynamics365. A trigger fires from one place; an action lands in another.

Todoist triggers

Dynamics365 actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get all invoices action

Get all invoices action

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Account

Creates a new account entity record in dynamics crm using the web api.

ActionInstant

New Task Created

Trigger when a new task is added to Todoist.

TriggerPolling

Create Case

Creates a new case (incident) entity record in dynamics crm using the web api.

ActionInstant

Create Contact

Creates a new contact entity record in dynamics crm using the web api.

ActionInstant

Create Invoice

Creates a new invoice entity record in dynamics crm using the web api.

ActionInstant

Create Lead

Creates a new lead entity record in dynamics crm using the web api.

ActionInstant

Create Opportunity

Creates a new opportunity entity record in dynamics crm using the web api.

ActionInstant

Create Sales Order

Creates a new sales order entity record in dynamics crm using the web api.

ActionInstant

Connect any two apps with Notis in the middle.

Todoist and Dynamics365, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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