Create Dynamics365 accounts from Zendesk ticket organizations
Turn support activity into complete account coverage with less cleanup.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Organizations can generate support activity for weeks before anyone creates a CRM account.
- Improves account completeness
- Connects support and account history
- Reduces manual CRM cleanup
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dynamics365 once in the Notis portal.
- 2Create an automation named ticket organization to account.
- 3Tell Notis to identify the ticket organization, check for a matching Dynamics365 account, and create one only when missing.
- 4Pick the New Zendesk Ticket trigger and choose a report channel.
- 5Test with a ticket from an organization not yet in Dynamics365.
Questions about this workflow
Can it use the Zendesk organization name?
Yes. Ask Notis to use the available organization details and report uncertainty.
What if the account already exists?
Tell Notis to report the match and avoid creating a duplicate account.
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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