Create cases from documented employee issues
Give sensitive operational issues a consistent place for ownership and follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Attendance concerns can be recorded in scheduling notes without a clear case owner or history.
- Create consistent case ownership
- Preserve issue chronology
- Reduce missed follow-up
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dynamics365 once.
- 2Create an automation named Employee relations case intake.
- 3Tell Notis to create a case only for documented issues included in the webhook payload.
- 4Pick notis_webhook and send approved issue payloads to its URL.
- 5Choose a report channel and test with one sanitized example.
Questions about this workflow
Can the workflow filter routine schedule notes?
Yes. Define the qualifying issue type and require that indicator in the payload.
Should private details be included?
Include only the information your process authorizes and ask Notis to omit unnecessary sensitive details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Dynamics365. A trigger fires from one place; an action lands in another.
7shifts 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.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
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.
7shifts and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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