Create Dynamics365 leads from inquiry webhooks
Route qualified interest into your CRM from any system that can call a webhook.
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
Inbound inquiries can wait in disconnected tools before anyone creates a lead.
- Capture inbound demand quickly
- Connect custom intake tools
- Reduce response delays
Setup
Build it in a few focused steps.
- 1Connect Notis and Dynamics365 in the portal.
- 2Create an automation and describe the lead outcome in one instruction.
- 3Choose the Notis webhook trigger and copy its endpoint.
- 4Choose a report channel for run reports.
- 5Send one real inquiry payload to test the workflow.
Questions about this workflow
Which tools can call the webhook?
Any form, chatbot, or service that can send an HTTP request can start it.
Can Notis qualify the inquiry?
Yes. Include your qualification rules in the plain language instruction.
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.
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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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