Add engaged YouTube viewers as Dynamics365 contacts
Keep relationship details attached to the people engaging with your channel.
Trigger
New YouTube Activity
Triggers when a new activity is detected on a YouTube channel.
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
Contact details gathered during channel work often stay scattered across notes and inboxes.
- Centralize audience relationships
- Preserve the interaction context
- Reduce duplicate manual entry
Setup
Build it in a few focused steps.
- 1Connect YouTube and Dynamics365 in Notis once.
- 2Create a named automation and write the desired contact outcome in one instruction.
- 3Tell Notis which identifiable activity should qualify for contact creation.
- 4Pick New YouTube Activity as the trigger.
- 5Select a report channel and test using one real engagement.
Questions about this workflow
What if the activity has no identifiable person?
Tell Notis to skip it or report it when the available data cannot support a contact.
Can I define contact criteria in plain language?
Yes. Include your criteria in the automation prompt.
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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