Create Dynamics365 opportunities from strategic subscriptions
Make high value audience relationships visible in your pipeline.
Trigger
New YouTube Channel Subscription
Triggers when a new channel is subscribed.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Strategic subscribers can signal partnership or buying interest, yet they are often lost among routine growth metrics.
- Prioritize strategic relationships
- Capture the reason for outreach
- Reduce missed partnership signals
Setup
Build it in a few focused steps.
- 1Connect YouTube and Dynamics365 in Notis.
- 2Create an automation describing strategic fit and opportunity criteria.
- 3Tell Notis to create an opportunity with supporting evidence and a next step.
- 4Pick New YouTube Channel Subscription as the trigger.
- 5Choose report delivery and test with one real strategic subscription.
Questions about this workflow
Can this target partners instead of buyers?
Yes. Define the relationship type and signals in the prompt.
Can the workflow avoid speculative opportunities?
Yes. Require explicit evidence before creation.
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.