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Notis

Keep Dynamics contacts accurate after profile changes

Contact records stay aligned with the details people update themselves.

Trigger

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

Action

Create Contact

Creates a new contact entity record in dynamics crm using the web api.

Why this helps

Small profile changes become persistent CRM errors when nobody notices them.

  • Improve personalization
  • Prevent outdated outreach
  • Cut repetitive corrections

Setup

Build it in a few focused steps.

  • 1Connect Mailchimp and Dynamics365 once.
  • 2Create the automation and give it a clear name.
  • 3Tell Notis to update the matching Dynamics365 contact with relevant profile changes.
  • 4Pick the Mailchimp Profile Update Trigger.
  • 5Choose a report channel and test with one profile update.

Questions about this workflow

How does Notis find the matching contact?

It uses identifiers present in the event and the records available in Dynamics365.

What happens with ambiguous matches?

Ask Notis to report them for manual review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Mailchimp to Dynamics365. A trigger fires from one place; an action lands in another.

Mailchimp triggers

Dynamics365 actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get all invoices action

Get all invoices action

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Account

Creates a new account entity record in dynamics crm using the web api.

ActionInstant

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

TriggerInstant

Create Case

Creates a new case (incident) entity record in dynamics crm using the web api.

ActionInstant

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

TriggerInstant

Create Contact

Creates a new contact entity record in dynamics crm using the web api.

ActionInstant

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

TriggerInstant

Create Invoice

Creates a new invoice entity record in dynamics crm using the web api.

ActionInstant

Unsubscribe Trigger

Triggered when a subscriber unsubscribes from Mailchimp

TriggerInstant

Create Lead

Creates a new lead entity record in dynamics crm using the web api.

ActionInstant

Create Opportunity

Creates a new opportunity entity record in dynamics crm using the web api.

ActionInstant

Create Sales Order

Creates a new sales order entity record in dynamics crm using the web api.

ActionInstant

Connect any two apps with Notis in the middle.

Mailchimp and Dynamics365, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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