Update Dynamics365 opportunities from Zendesk conversations
Give deal owners customer evidence without asking support to rewrite it.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Deal teams miss valuable context when customer support and opportunity records are disconnected.
- Improves deal context
- Reduces internal status chasing
- Preserves customer language
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dynamics365 once in the Notis portal.
- 2Create an automation named support evidence to opportunity.
- 3Tell Notis to locate the related opportunity and add only ticket details that affect deal timing, scope, risk, or expansion.
- 4Pick the New Zendesk Ticket trigger and choose where reports go.
- 5Test with a ticket connected to an active opportunity.
Questions about this workflow
What ticket details should be included?
Specify the deal signals you care about, such as blockers, product needs, timing, or expansion interest.
Can irrelevant tickets be ignored?
Yes. Tell Notis to update the opportunity only when the ticket has direct deal relevance.
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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