Turn Zendesk expansion requests into Dynamics365 opportunities
Move warm customer interest into the sales pipeline while context is fresh.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Expansion conversations stall when support has no simple route into the sales pipeline.
- Shortens the support to sales handoff
- Keeps customer language attached
- Creates timely pipeline entries
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dynamics365 once in the Notis portal.
- 2Create an automation named ticket to opportunity.
- 3Tell Notis to create an opportunity for upgrade, expansion, or add-on requests and include the evidence from the ticket.
- 4Pick the New Zendesk Ticket trigger and choose where reports go.
- 5Test with one expansion-related ticket.
Questions about this workflow
Can I restrict this to certain products?
Yes. State the product or service names in the automation instruction.
What if the ticket is only asking for help?
Tell Notis to skip opportunity creation unless the customer expresses purchase or expansion intent.
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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