Create Dynamics 365 accounts from company inquiries
Give a newly relevant company a home in Dynamics 365 as soon as it reaches your inbox.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
A company can be discussed in email for days before anyone creates a shared account record.
- Reduce manual account setup from email conversations.
- Make company context available beyond one inbox.
- Create accounts only for companies that meet your stated criteria.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Dynamics 365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to create one.
- 3In one instruction, ask Notis to identify qualifying company inquiries and create an account using business details available in the email.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real company inquiry and review the account record.
Questions about this workflow
Can the workflow create accounts for every company mentioned?
Set a clear qualification rule in your instruction so routine mentions do not automatically become accounts.
Will it find company information that is not in the email?
The workflow can use information available through connected data, but company details not provided should be verified or supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Dynamics365. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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