Create Dynamics365 accounts from partner applications
Give each potential partner a structured place in your CRM from the first application.
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
Partner applications require manual review and repeated copying before anyone can act on them.
- Creates consistent partner records
- Summarizes strategic fit
- Makes application review easier
Setup
Build it in a few focused steps.
- 1Connect Typeform and Dynamics365 in Notis once.
- 2Create an automation named Partner application account.
- 3Describe that Notis should summarize each application and create an account when it meets your stated criteria.
- 4Select Typeform New Form Response and set the report destination.
- 5Test with one partner application.
Questions about this workflow
Can applications be screened before account creation?
Yes. Provide the screening criteria and ask Notis to report applications that do not qualify.
Can the summary mention requested collaboration?
Yes, if the response contains that information and your instruction requests 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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