Create Dynamics accounts from Workday prospect changes
Build the account record when the relationship becomes real enough to manage.
Trigger
Prospect Profile Changed
Triggers when a specific prospect's profile details change (contact info, status, type, source, level, tags, etc.). This trigger monitors a single prospect and fires when any of its core profile fields are modified.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Prospect information becomes actionable before anyone creates the account shell in Dynamics.
- Create account context sooner
- Reduce setup friction
- Support organized follow-up
Setup
Build it in a few focused steps.
- 1Connect Workday and Dynamics365 in Notis once.
- 2Create a new automation.
- 3Tell Notis to create a Dynamics account when a prospect profile gains sufficient company or relationship details, after checking for duplicates.
- 4Pick Prospect Profile Changed as the trigger.
- 5Select a report channel and test with one updated profile.
Questions about this workflow
What details are sufficient?
Define the company, domain, or relationship information required for account creation.
Can it skip incomplete profiles?
Yes. Ask Notis to report profiles that need more information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Dynamics365. A trigger fires from one place; an action lands in another.
Workday 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.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
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.
Workday and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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