Create a Dynamics case from a Pipedrive note
Turn scattered customer issues into trackable cases.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Important support requests can disappear inside sales notes.
- Makes issues trackable
- Reduces missed requests
- Connects sales context to support
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Dynamics365 in Notis once.
- 2Create an automation for issue note routing.
- 3Tell Notis to create a Dynamics case when a new Pipedrive note describes a customer issue, and summarize the request.
- 4Pick the New Note Received trigger and choose a report channel.
- 5Test with one real note.
Questions about this workflow
What if a note is not support related?
Tell Notis to report or skip notes that do not contain an issue or request.
Can the case include the original note?
Yes. Ask Notis to include the note text and relevant deal context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Dynamics365. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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