Make recurring organization setup easier to complete
For a regularly reviewed partner or customer roster, Notis can create the needed Dynamics365 account records on schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Account setup can be deferred when every organization requires a manual trip from a roster into the CRM.
- Creates a regular path from an approved roster to CRM accounts.
- Reduces repetitive account setup work.
- Helps keep business records ready for ongoing relationship work.
Setup
Build it in a few focused steps.
- 1Connect Chatforma and Dynamics365 to Notis once in the portal.
- 2Create an automation or ask Notis conversationally to set it up.
- 3Write one instruction describing the recurring roster review and which organizations should become Dynamics365 accounts.
- 4Choose a recurring schedule trigger and a channel for run reports.
- 5Test with one organization and verify its account record.
Questions about this workflow
Can this create accounts from a roster that changes?
Explain where the current roster comes from in the instruction and test how Notis handles one real organization.
Is this triggered by Chatforma?
No, it runs on a Notis schedule because Chatforma exposes no integration triggers in this workflow package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chatforma to Dynamics365. A trigger fires from one place; an action lands in another.
Chatforma 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.
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.
Chatforma and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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