Create Dynamics365 accounts from subscriber organizations
Keep emerging company relationships visible as your audience grows.
Trigger
New YouTube Channel Subscription
Triggers when a new channel is subscribed.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Organization signals in subscriber activity are easy to miss and rarely become structured account records.
- Track organization relationships
- Reduce manual account research
- Keep source evidence attached
Setup
Build it in a few focused steps.
- 1Connect YouTube and Dynamics365 once.
- 2Create an automation describing which subscriber organization signals matter.
- 3Tell Notis to summarize the evidence and create the account.
- 4Pick New YouTube Channel Subscription as the trigger.
- 5Select a report channel and test with one real subscription.
Questions about this workflow
Can this skip individual subscribers?
Yes. Tell Notis to create accounts only when an organization is supported by the available context.
Can it flag possible duplicates?
Ask Notis to report likely existing matches before creating an account.
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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No card. Works with personal or business Dynamics365.