Create Dynamics365 accounts from new YouTube playlists
Keep important organizations behind new content initiatives in view.
Trigger
New Playlist in YouTube Channel
Triggers when a new playlist is added to a YouTube channel.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
New content programs can reveal valuable organizations before anyone records them in the CRM.
- Capture organization context early
- Create consistent account records
- Reduce research handoffs
Setup
Build it in a few focused steps.
- 1Connect YouTube and Dynamics365 once.
- 2Create an automation and describe which playlist signals justify an account.
- 3Tell Notis to summarize the organization context and create the account.
- 4Pick New Playlist in YouTube Channel as the trigger.
- 5Select a report channel and test with one real playlist.
Questions about this workflow
Can Notis avoid creating duplicate accounts?
Ask it to check the available context and report likely duplicates before creating one.
What if the playlist has no organization context?
Tell Notis to skip it and explain the missing evidence in the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Youtube to Dynamics365. A trigger fires from one place; an action lands in another.
Youtube 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 YouTube Activity
Triggers when a new activity is detected on a YouTube channel.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Item in YouTube Playlist
Triggers when a new item is added to a YouTube playlist.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Playlist in YouTube Channel
Triggers when a new playlist is added to a YouTube channel.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
New YouTube Channel Subscription
Triggers when a new channel is subscribed.
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.
Youtube and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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