Create a Dynamics365 account from a new OneDrive folder
A new customer folder can start the customer record too. Keep your workspace and CRM aligned from day one.
Trigger
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Customer workspaces appear in storage before anyone creates the corresponding CRM account.
- Create accounts at the start of work
- Reduce setup omissions
- Align storage and CRM structure
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Dynamics365 once in the Notis portal.
- 2Create an automation that creates an account for each qualifying customer folder.
- 3Pick the OneDrive Folder Created trigger.
- 4Choose where reports go and test with one real customer folder.
Questions about this workflow
Can Notis ignore internal folders?
Tell Notis in the automation instruction which folders represent customers and which should be skipped.
What happens after the account is created?
Notis reports the result and the new Dynamics365 account can be reviewed in your normal CRM process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Dynamics365. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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