Create Dynamics365 contacts from Zendesk requesters
Capture every new customer contact while support is already doing the work.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
New customers contact support before anyone adds them to the CRM.
- Captures new customer details early
- Avoids manual contact creation
- Improves CRM completeness
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dynamics365 once in the Notis portal.
- 2Create an automation named requester to contact.
- 3Tell Notis to find a matching Dynamics365 contact and create one from the Zendesk requester when none exists.
- 4Pick the New Zendesk Ticket trigger and select a report channel.
- 5Test with a ticket from a new requester.
Questions about this workflow
Will it create duplicates?
Ask Notis to search for a matching contact before creating a new record.
Which requester details can be used?
Your instruction can reference available requester details such as name, email, company, and ticket link.
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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