Turn new playlist items into Dynamics365 leads
Use curated content changes as timely signals for prospecting.
Trigger
New Item in YouTube Playlist
Triggers when a new item is added to a YouTube playlist.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Playlist updates often contain useful audience or partner context that never reaches the CRM.
- Connect content curation to sales
- Capture campaign context
- Reduce repetitive research
Setup
Build it in a few focused steps.
- 1Connect YouTube and Dynamics365 once.
- 2Create an automation and describe which playlist additions indicate a lead.
- 3Tell Notis how to summarize the item and create the lead.
- 4Pick New Item in YouTube Playlist as the trigger.
- 5Choose report delivery and test with one real playlist addition.
Questions about this workflow
Can this focus on selected playlists?
Yes. Name the playlists or content themes in the prompt.
Can Notis explain why it created the lead?
Ask it to include the playlist and item evidence in the lead notes.
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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