Create a Dynamics365 case from actionable Trello activity
Route customer issues from team activity into the support system automatically.
Trigger
New Activity Trigger
Triggered when there is activity in Trello.
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Support signals in Trello can be missed when the team is switching between boards and CRM screens.
- Catches support signals earlier
- Creates a traceable case record
- Reduces manual triage
Setup
Build it in a few focused steps.
- 1Connect Trello and Dynamics365 once in the Notis portal.
- 2Create an automation that identifies customer issue activity and creates a Dynamics365 case with the relevant context.
- 3Pick Trello New Activity Trigger.
- 4Choose a report channel, then test with one real support-related activity.
Questions about this workflow
Can it ignore routine internal activity?
Yes. State which activity patterns indicate a customer issue and which should be ignored.
Will the case include the Trello context?
Notis can include the relevant card and activity details available in the event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Dynamics365. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Activity Trigger
Triggered when there is activity in Trello.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Board Trigger
Triggered when a board is created in the specified workspace
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
New Card Trigger
Triggered when a card is created in the specified board
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello 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.