Turn qualifying HubSpot contact events into Dynamics cases
When a new HubSpot contact is part of a support intake, Notis can create a case in Dynamics 365 for your team to review.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Support requests captured through a contact workflow can be easy to lose when they need a separate case record.
- Create a case for contacts that meet your stated support criteria.
- Reduce the need to re-enter intake details in Dynamics 365.
- Keep automation reports in a chosen channel.
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 only when a new HubSpot contact event contains the support request details your process requires.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real support-intake example and review the case.
Questions about this workflow
Does every new contact create a case?
No. State the support-intake criteria in the instruction. The event may not contain the details required to decide, so supply any missing criteria or context.
Can the workflow assign the case to a particular team?
The listed action is Create Case and does not specify assignment behavior. Do not rely on assignment unless your connected action supports it.
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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