Check the related Dynamics365 lead when a Spotify device appears
Give device reviews the customer context they need.
Trigger
New Device Added
Triggers when a new device is added.
Action
Dynamicscrm get a lead
Dynamicscrm get a lead
Why this helps
A device alert is harder to assess when the related lead history is in a separate CRM.
- Add CRM context to alerts
- Speed up identity review
- Reduce unnecessary searching
Setup
Build it in a few focused steps.
- 1Connect Spotify and Dynamics365 in Notis.
- 2Create an automation describing how to identify the related lead.
- 3Tell Notis to get the lead after a new device event and summarize relevant review context.
- 4Pick New Device Added as the trigger.
- 5Choose report delivery and test with one device event.
Questions about this workflow
What if no lead matches?
Notis can report that no matching lead was found for manual investigation.
Does this update the lead?
No. This workflow retrieves and summarizes the lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Spotify to Dynamics365. A trigger fires from one place; an action lands in another.
Spotify 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 Device Added
Triggers when a new device is added.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Spotify Playlist Item Change
Triggers when songs are added to or removed from a Spotify playlist.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Playlist Created or Deleted
Triggers when a new playlist is created or deleted.
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.
Spotify and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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