Create Dynamics 365 contacts from onboarding requests
Let Notis create a contact when an onboarding issue includes a new customer person who needs to be tracked.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
Contact details shared during onboarding can remain inside a task instead of becoming useful CRM context.
- Make onboarding contacts easier to find later.
- Keep customer relationship context in Dynamics 365.
- Reduce copy-and-paste during onboarding handoffs.
Setup
Build it in a few focused steps.
- 1Connect Linear and Dynamics 365 to Notis once through the portal.
- 2Describe the onboarding request that should create a contact and ask Notis to include the available relevant details.
- 3Select the Linear Issue Created trigger and a channel for run reports.
- 4Test with one real onboarding request and check the contact for accuracy.
Questions about this workflow
Will all onboarding issues create contacts?
Use the prompt to require a genuine new person who should be tracked as a customer contact.
What if the issue lacks contact details?
The prompt can direct Notis to create a contact only when the issue provides enough information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Dynamics365. A trigger fires from one place; an action lands in another.
Linear 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.
Comment Received Trigger
Triggered when a comment is received.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Issue Created Trigger
Triggered when a new issue is created.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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