Track HubSpot deal escalations as Dynamics cases
A deal-stage change can signal an escalation. Notis can create a Dynamics 365 case so the issue has a record for follow-up.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Escalations recorded in a deal pipeline can be overlooked when the team tracks issues in a separate case system.
- Create a case for deal changes that meet your escalation rule.
- Keep the deal-related issue available in Dynamics 365.
- Review run results without switching to check each automation manually.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to create a Dynamics 365 case when a deal enters your escalation stage and the available details identify the issue.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real escalation example and review the case.
Questions about this workflow
Can the workflow tell why a deal is at risk?
Only when the reason is present in the event or supplied in your instruction. Provide any context that is not available from HubSpot.
Does it update a case if the deal changes again?
This workflow uses Create Case. The listed actions do not include a case lookup tied to the HubSpot deal, so it does not promise to update an existing case.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Dynamics365. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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