Create Dynamics365 cases from support signals in YouTube activity
Turn public questions and complaints into trackable service work.
Trigger
New YouTube Activity
Triggers when a new activity is detected on a YouTube channel.
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Support issues raised around content can be overlooked until they become repeated complaints.
- Catch public support signals
- Give agents a clear issue summary
- Track resolution in Dynamics365
Setup
Build it in a few focused steps.
- 1Connect YouTube and Dynamics365 in Notis.
- 2Create an automation describing which support signals need a case.
- 3Tell Notis to summarize the issue and create a case with relevant context.
- 4Pick New YouTube Activity as the trigger.
- 5Select a report channel and test with one real support signal.
Questions about this workflow
Can Notis separate questions from praise?
Yes. Describe the issue types and urgency cues in the prompt.
What happens when details are incomplete?
Ask Notis to flag missing information in the case summary.
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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