Give an upcoming support conversation a case
Put a support issue in Dynamics 365 as the customer conversation begins, so it is easier to track after the call.
Trigger
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Support conversations start on time, while the case record often gets created much later or not at all.
- Create a case at the point a qualifying support meeting is about to begin.
- Keep the event context available in the new record when the trigger provides it.
- Reduce post-call admin and forgotten ticket creation.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe which upcoming customer support meetings should create a case and what details to include.
- 4Pick the Event Starting Soon trigger, set the lead time, and choose where run reports should go.
- 5Test with one real example and review the new case.
Questions about this workflow
When does the automation run?
The trigger fires when an event is within a configured number of minutes from starting. Choose a lead time that fits your support workflow.
Can it create a case for all meetings?
Your instruction should identify qualifying support meetings. Avoid relying on information that the event does not provide.
What details can Notis use?
This trigger returns event details, time remaining, attendees, and join links when available. The case content depends on data that is actually returned.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Dynamics365. A trigger fires from one place; an action lands in another.
Google Calendar 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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
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.
Google Calendar and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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