Create a Dynamics365 contact from a Trello intake card
Move new people from Trello into your CRM with less copy and paste.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
Contact details collected during project work often never become reusable CRM records.
- Builds a reusable contact database
- Keeps intake context attached
- Saves CRM entry time
Setup
Build it in a few focused steps.
- 1Connect Trello and Dynamics365 once in the Notis portal.
- 2Create an automation that creates a Dynamics365 contact when a new Trello card contains a confirmed person.
- 3Pick Trello New Card Trigger for the relevant board.
- 4Choose a report channel and test with one real contact card.
Questions about this workflow
Can it distinguish a person from a task card?
Yes. Describe the details that identify a confirmed contact and exclude ordinary task cards.
What happens if a contact already exists?
Ask Notis to check for an existing match and report it instead of creating a duplicate.
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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No card. Works with personal or business Dynamics365.