Refresh Dynamics cases with new subscriber context
Active service work gets the customer details it needs without another lookup.
Trigger
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Action
Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
Why this helps
Support work can rely on stale customer information during an active issue.
- Improve service context
- Reduce repeated questions
- Keep active cases current
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Dynamics365 in Notis.
- 2Create the automation and name it.
- 3Describe which profile changes should update the matching Dynamics365 case.
- 4Pick the Mailchimp Profile Update Trigger.
- 5Choose a report channel and test with one relevant update.
Questions about this workflow
What if there is no active case?
Ask Notis to report the profile update without making a case change.
Can this append a note?
Use the update instruction to include the new context in the supported case fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Dynamics365. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.