Create support cases from 7shifts schedule issues
Make every serious scheduling problem visible to the team responsible for fixing it.
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
Schedule conflicts and time clock issues can remain in operations channels without a trackable case.
- Create a durable issue record
- Reduce handoff delays
- Keep incident context attached to the case
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dynamics365 once.
- 2Create an automation named Schedule issue support case.
- 3Tell Notis to create a Dynamics365 case for each payload describing a material schedule issue.
- 4Choose notis_webhook as the trigger and send incidents to its URL.
- 5Pick a report destination and test with one real issue payload.
Questions about this workflow
Can minor questions be ignored?
Yes. Define which severity or wording should create a case.
Can the case include the original note?
Yes. Ask Notis to preserve the supplied description in the case 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
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.