Create Dynamics365 cases from subscriber support requests
Give new audience members a fast path to help.
Trigger
New YouTube Channel Subscription
Triggers when a new channel is subscribed.
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Support requests from new subscribers can be overlooked when audience growth and service work live in separate places.
- Catch early support needs
- Standardize case intake
- Keep subscriber context available
Setup
Build it in a few focused steps.
- 1Connect YouTube and Dynamics365 once in Notis.
- 2Create an automation describing the support concerns that need cases.
- 3Tell Notis to summarize the request and create a case with known context.
- 4Pick New YouTube Channel Subscription as the trigger.
- 5Select a report channel and test with one real support concern.
Questions about this workflow
Will a subscription alone create a case?
No. Tell Notis to create cases only when a support concern is present.
Can urgency be summarized?
Yes. Ask Notis to assess urgency from the available request context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Youtube to Dynamics365. A trigger fires from one place; an action lands in another.
Youtube 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 YouTube Activity
Triggers when a new activity is detected on a YouTube channel.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Item in YouTube Playlist
Triggers when a new item is added to a YouTube playlist.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Playlist in YouTube Channel
Triggers when a new playlist is added to a YouTube channel.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
New YouTube Channel Subscription
Triggers when a new channel is subscribed.
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.
Youtube and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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