Create a Dynamics365 lead from every qualifying Trello card
Capture prospects from Trello without retyping them into Dynamics365.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Sales opportunities can sit in Trello while someone remembers to enter them into the CRM.
- Reduces duplicate data entry
- Keeps new prospects visible in Dynamics365
- Creates a consistent intake habit
Setup
Build it in a few focused steps.
- 1Connect Trello and Dynamics365 once in the Notis portal.
- 2Create an automation and describe that qualifying new Trello cards should become Dynamics365 leads.
- 3Pick Trello New Card Trigger for the specified board.
- 4Choose a report channel, then test with one real prospect card.
Questions about this workflow
Can Notis decide which cards qualify?
Yes. Tell Notis what signals indicate a prospect, and it can skip unrelated cards.
What if the card lacks contact details?
Notis can create the lead with available information and report missing details for follow-up.
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.