Create Dynamics365 leads from prospect webhooks
Send qualified prospect events into Dynamics365 as soon as another system produces them.
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 prospects wait between systems because someone must move them into the CRM manually.
- Shortens cross-system handoff time
- Creates consistent lead context
- Reduces dropped prospect notifications
Setup
Build it in a few focused steps.
- 1Connect Dynamics365 in Notis once and prepare the sending system to call a Notis webhook.
- 2Create an automation named Prospect webhook lead.
- 3Describe the lead outcome and qualification summary in one instruction.
- 4Choose the Notis webhook trigger and select a report channel.
- 5Send one real webhook payload and inspect the created lead.
Questions about this workflow
What sends the webhook?
Use a system you control that can make an HTTP request to the Notis webhook URL.
Can Notis reject incomplete payloads?
Yes. State which information is required and ask Notis to report incomplete events.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Dynamics365. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform 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.