Capture new client companies as Dynamics 365 accounts
When a new company relationship arrives by email, give it a home in your CRM.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Company details shared in email often never make it into the CRM, leaving client context scattered.
- Create an account from a clear new client announcement.
- Keep relevant company context from the message.
- Make new client information easier to locate in the CRM.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Dynamics 365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to create an account when an email clearly identifies a new client company and summarize its context.
- 4Choose Agent mail's New Email Received trigger and a channel for run reports.
- 5Test with one real client email and review the account.
Questions about this workflow
What if the email does not include enough company information?
Tell Notis to create an account only when the message includes the details you need, and to report when information is missing.
Can this capture every mention of a company?
Define what counts as a new client relationship in your instruction so routine mentions do not create unnecessary records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Dynamics365. A trigger fires from one place; an action lands in another.
Agent mail 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 Email Received
Trigger for new emails in an AgentMail inbox
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.
Agent mail and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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