Create Dynamics365 contacts from Typeform event registrations
Keep event relationships usable after registration closes.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
Registrant details are scattered across forms and are forgotten when the event ends.
- Centralizes attendee details
- Preserves stated interests
- Supports timely post-event outreach
Setup
Build it in a few focused steps.
- 1Connect Typeform and Dynamics365 in Notis once.
- 2Create an automation named Event registration contact.
- 3Tell Notis to create a contact from each registration and summarize interests or follow-up needs.
- 4Pick Typeform New Form Response and choose the report channel.
- 5Test with one registration response.
Questions about this workflow
Can registrations for different events be separated?
Yes. Include the event identification rule in the instruction if the form contains it.
What if the person already exists?
Ask Notis to identify likely duplicates and report them according to your preferred review process.
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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