Prioritize Dynamics365 leads after high intent Zendesk tickets
Help sales focus on the prospects most connected to fresh customer intent.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Dynamicscrm get all leads
Dynamicscrm get all leads
Why this helps
Sales teams have broad lead lists but lack a clear reason to act today.
- Creates a focused follow-up list
- Connects support intent to sales action
- Reduces lead review time
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dynamics365 once in the Notis portal.
- 2Create an automation named high intent lead review.
- 3Tell Notis to retrieve the Dynamics365 leads and rank only those plausibly related to the ticket, explaining the evidence and gaps.
- 4Pick the New Zendesk Ticket trigger and select a report channel.
- 5Test with one ticket showing strong purchase intent.
Questions about this workflow
Does it change lead records?
No. It returns a ranked review unless you separately instruct it to update a lead.
Can it use a custom scoring model?
Yes. Provide your scoring rules and the available evidence in the automation prompt.
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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