Find Dynamics365 expansion opportunities from new Zendesk users
Notice team growth signals before they disappear into account activity.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
New users often indicate adoption growth, but nobody has time to inspect every account change.
- Surfaces account growth signals
- Creates timely sales follow-up
- Connects product adoption to revenue work
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dynamics365 once in the Notis portal.
- 2Create an automation named new user expansion signal.
- 3Tell Notis to create an opportunity only when the new user indicates likely team expansion or additional buying potential, with evidence.
- 4Pick the New User Created trigger and choose a report channel.
- 5Test with one user event that represents account growth.
Questions about this workflow
What counts as an expansion signal?
Define signals such as a new department, larger team, or repeated organization growth in your prompt.
Can it avoid existing opportunities?
Yes. Tell Notis to check the available context and report a possible match before creating another opportunity.
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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