Create a Dynamics365 account when a Zendesk user appears
Make new customer organizations visible to sales without another intake step.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Support knows a customer organization exists, but the CRM account is missing.
- Improves account coverage
- Connects support activity to sales records
- Cuts CRM backlog
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dynamics365 once in the Notis portal.
- 2Create a new automation called user to account.
- 3Tell Notis to identify the user's organization and create a Dynamics365 account if no matching account exists.
- 4Pick the New User Created trigger and choose where reports go.
- 5Test with one newly created Zendesk user.
Questions about this workflow
What if the user has no organization?
Tell Notis to skip account creation and report the missing organization for review.
Can this enrich an existing account?
Yes, you can instruct Notis to locate an existing account and summarize the new user's relationship instead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Dynamics365. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
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.
Zendesk and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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