Create Dynamics365 accounts from Todoist tasks
Move company research into your CRM before it disappears in a task list.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Company notes often remain disconnected from the account record your team needs.
- Centralize company context
- Start account follow-up sooner
- Reduce CRM backlog
Setup
Build it in a few focused steps.
- 1Connect Todoist and Dynamics365 in Notis once.
- 2Create a new automation and name it.
- 3Tell Notis to create an account for tasks that identify a target company.
- 4Pick the Todoist New Task Created trigger.
- 5Choose a report channel, then test with one real task.
Questions about this workflow
What counts as a target company?
Define your criteria in the instruction, such as a named prospect, partner, or customer organization.
Can Notis include research notes?
Yes. Ask it to include the useful task context when creating the account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Dynamics365. A trigger fires from one place; an action lands in another.
Todoist 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.
New Task Created
Trigger when a new task is added to Todoist.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
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.
Todoist and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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