Create a Dynamics365 partner account from a new list
Start partner tracking when the relationship first gets its own working list.
Trigger
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Partner research and next steps accumulate before anyone creates a shared account record.
- Capture partner context early
- Give collaboration a shared record
- Reduce setup friction
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Dynamics365 in Notis once.
- 2Create an automation named New Partner List to Account.
- 3Tell Notis to create an account when a new list clearly represents a partner organization.
- 4Pick New Task List Created as the trigger and choose a report channel.
- 5Test it with one partner list.
Questions about this workflow
Can it distinguish partners from internal lists?
Yes. Tell Notis to act only when the list identifies an external partner organization.
What if the organization name is abbreviated?
Include enough context in the list title or tasks for reliable identification.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Dynamics365. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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.
Google Tasks and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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