Turn important Gmail correspondents into Dynamics 365 contacts
Keep key people visible in your CRM when a new conversation introduces someone worth remembering.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
Contact details can remain trapped in email threads and never make it into the shared CRM.
- Reduce manual contact entry after new conversations.
- Keep important correspondents visible to the team.
- Use an instruction to select relevant people instead of treating every sender as a contact.
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 people worth adding and create a Dynamics 365 contact with the available relevant details.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real email from a person you want in the CRM.
Questions about this workflow
Can I decide which people get added?
Yes. Describe the people or circumstances that qualify in the automation instruction.
Does the trigger guarantee all contact details?
The trigger description guarantees message metadata such as sender and recipients. Ask Notis to use available details, and avoid assuming details missing from the message.
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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