Sync new Zendesk users to Dynamics365 contacts
Keep your CRM ready for the next conversation from day one.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
Contact records are often created only after a sales handoff, leaving teams without context.
- Creates timely contact records
- Reduces handoff friction
- Supports better customer history
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dynamics365 once in the Notis portal.
- 2Create an automation named new user contact sync.
- 3Tell Notis to check for a matching Dynamics365 contact and create or summarize the record using the new user's details.
- 4Pick the New User Created trigger and select a report channel.
- 5Test with one real Zendesk user event.
Questions about this workflow
Can it skip existing contacts?
Yes. Instruct Notis to report a match and avoid creating another contact.
What happens when required data is missing?
Notis can report the missing details so you can complete the record manually.
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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