Create Dynamics accounts from campaign organizations
Bring organizations that matter to your campaign follow-up into the CRM account list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Account
Create a new account record.
Why this helps
A relevant company can be present in campaign data while missing from the CRM account view.
- Create account records for selected organizations.
- Keep organization follow-up visible in Dynamics.
- Replace manual company record entry with a review step.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Dynamics365 once in the Notis portal.
- 2Create an automation and describe which organizations should become Dynamics accounts.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports go, then test with one real organization example.
Questions about this workflow
Will the workflow create an account for every organization?
Describe the criteria for selecting organizations. Notis can use the data returned by ActiveCampaign and any criteria you provide.
Does this create contacts too?
No. This workflow uses the Dynamics Create Account action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Dynamics365. A trigger fires from one place; an action lands in another.
Active campaign triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
Active campaign and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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