Create a Dynamics365 account from a customer task list
A new customer list can become a usable account record in seconds.
Trigger
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.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
New customer lists are created during busy work and forgotten before CRM setup happens.
- Start account records sooner
- Capture customer context from the list
- Avoid setup work after meetings
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Dynamics365 in Notis once.
- 2Create an automation named Task List to Account.
- 3Tell Notis to create an account when a changed list clearly represents a customer or partner.
- 4Pick Task List Changed as the trigger and choose a report channel.
- 5Test it with one representative list.
Questions about this workflow
Will every list create an account?
No. Instruct Notis to act only when the list identifies a real customer, partner, or organization.
What context can be included?
Notis can use the list title and available task content to build the account record.
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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