Give new Stripe products a Dynamics 365 record
When Stripe creates a product, Notis can create a Dynamics 365 account record using the product details available in the event.
Trigger
Product Created Trigger
Triggered when a product is created in Stripe
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
New product information can stay isolated in billing tools when teams need a CRM record for internal coordination.
- Create a Dynamics 365 record when a Stripe product is created.
- Bring available product context into a system your team already uses.
- Avoid assuming product details that are not present in Stripe.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Dynamics 365 in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Dynamics 365 account record from the new product details and report if the details do not fit an account record.
- 4Pick Stripe's Product Created trigger and choose where run reports should go.
- 5Test with one real product creation event and review the account record.
Questions about this workflow
Is a Dynamics 365 account the same record type as a product?
No. The available target action creates an account. Use this only if your Dynamics 365 process intentionally uses an account record for product coordination.
Can this create a product in Dynamics 365?
No. Product creation is not among the listed Dynamics 365 actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Dynamics365. A trigger fires from one place; an action lands in another.
Stripe 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.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Product Created Trigger
Triggered when a product is created in Stripe
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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.
Stripe and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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