Create Dynamics accounts from subscriber companies
A new business subscriber can become an organized account instantly.
Trigger
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Company-level prospects often remain as unstructured audience entries.
- Organize company prospects
- Reduce CRM setup time
- Support account-based follow-up
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Dynamics365 in Notis.
- 2Create and name the automation.
- 3Tell Notis to create a Dynamics365 account when a new subscriber includes company information.
- 4Pick the Mailchimp Subscribe Trigger.
- 5Choose a report channel and test with one qualifying subscriber.
Questions about this workflow
What if company information is missing?
Ask Notis to report the event for review instead of creating an incomplete account.
Can this also create a contact?
Use a separate workflow with the Create Contact action for contact creation.
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.
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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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