Create Dynamics365 leads from Todoist tasks
Capture sales intent while it is still fresh. Notis turns qualifying Todoist tasks into Dynamics365 leads.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Prospect tasks can sit in a personal list and never reach the CRM.
- Reduce manual CRM entry
- Keep new prospects visible to sales
- Preserve context from the original task
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 a Dynamics365 lead from qualifying new Todoist tasks.
- 4Pick the Todoist New Task Created trigger.
- 5Choose a report channel, then test with one real task.
Questions about this workflow
Can Notis decide which tasks qualify?
Yes. Describe the signals such as prospect, demo request, or inbound inquiry in the automation instruction.
What if the task lacks contact details?
Notis can create the lead with available context and report the missing details for follow-up.
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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