Find the matching Dynamics365 lead from a new Trello card
See the CRM context behind a Trello card before deciding the next step.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Dynamicscrm get a lead
Dynamicscrm get a lead
Why this helps
Teams lose time searching the CRM when a Trello card refers to an existing prospect.
- Reduces duplicate lead creation
- Brings prior context into the workflow
- Speeds up next-step decisions
Setup
Build it in a few focused steps.
- 1Connect Trello and Dynamics365 once in the Notis portal.
- 2Create an automation that retrieves the matching Dynamics365 lead for a new Trello card and summarizes relevant context.
- 3Pick Trello New Card Trigger for the specified board.
- 4Choose a report channel and test with one real prospect card.
Questions about this workflow
Does it create a lead if no match is found?
Not unless you instruct it to do so; it can simply report that no matching lead exists.
Can it summarize prior activity?
It can summarize the lead data returned by Dynamics365.
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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