Keep support cases current with escalation reviews
Make unresolved scheduling problems visible before they become repeat incidents.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
Why this helps
Cases lose momentum when new operational evidence is not added to the record.
- Reduce forgotten escalations
- Improve handoffs
- Give owners current evidence
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dynamics365 in Notis.
- 2Create an automation named Open case escalation review.
- 3Tell Notis to update matching cases with the latest 7shifts escalation details you provide.
- 4Select notis_cron and choose the review cadence.
- 5Choose where reports go and test with one open case.
Questions about this workflow
How are matching cases found?
Provide the case or location identifier in the scheduled input and ask Notis to report unmatched items.
Can it close cases automatically?
Only if your instruction defines a clear resolution signal and the source provides it.
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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