Create Dynamics365 contacts from Typeform submissions
Give every qualified respondent a clean contact record without copying form answers by hand.
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
Contact details remain trapped in Typeform and are hard to find during follow-up.
- Reduces duplicate data entry
- Preserves the respondent's stated context
- Makes follow-up easier for the whole team
Setup
Build it in a few focused steps.
- 1Connect Typeform and Dynamics365 in Notis once.
- 2Create an automation named Typeform respondent contact.
- 3Describe the outcome: create a contact for each respondent who meets your stated criteria and include relevant context.
- 4Select Typeform New Form Response and choose where reports should go.
- 5Run one real test response and inspect the created contact.
Questions about this workflow
Can I restrict this to certain respondents?
Yes. State the criteria in the automation instruction, such as a selected answer or a business email requirement.
Will every response create a contact?
Only if your instruction says so. You can ask Notis to skip or report responses that do not meet your criteria.
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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