Create Dynamics365 accounts from Typeform intake
Turn a new company inquiry into an account your team can work immediately.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Company information is collected once in a form, then repeatedly retyped into the CRM.
- Creates a shared company record
- Keeps intake context with the account
- Shortens the handoff from inquiry to sales
Setup
Build it in a few focused steps.
- 1Connect Typeform and Dynamics365 in Notis once.
- 2Create an automation named Business intake to account.
- 3In one instruction, ask Notis to create an account from each response and summarize the business context.
- 4Choose Typeform New Form Response, then select a report destination.
- 5Test with a real business intake response.
Questions about this workflow
What if the company already exists?
Tell Notis to check the returned Dynamics365 data and report likely duplicates or follow your stated duplicate policy.
Can the account include the submitted website?
Yes, if the website is present in the response and your instruction asks Notis to include it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Dynamics365. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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