Create a Dynamics365 account when a customer board is created
Start customer work with the account record already in place.
Trigger
New Board Trigger
Triggered when a board is created in the specified workspace
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
New customer boards can launch delivery work before the CRM account exists.
- Aligns delivery and CRM setup
- Reduces onboarding omissions
- Creates a consistent customer launch step
Setup
Build it in a few focused steps.
- 1Connect Trello and Dynamics365 once in the Notis portal.
- 2Create an automation that creates a Dynamics365 account when a new board represents a customer or partner.
- 3Pick Trello New Board Trigger for the specified workspace.
- 4Choose a report channel and test with one real customer board.
Questions about this workflow
Can it skip internal boards?
Yes. Tell Notis how to recognize customer or partner boards and ignore internal ones.
What if the account already exists?
Ask Notis to check for an existing account and report a match before creating anything.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Dynamics365. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Activity Trigger
Triggered when there is activity in Trello.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Board Trigger
Triggered when a board is created in the specified workspace
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
New Card Trigger
Triggered when a card is created in the specified board
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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