Create Dynamics support cases from WhatsApp chats
Move customer problems from chat into a case your team can follow through to resolution.
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
Support issues discussed in WhatsApp can be hard to track once the conversation moves on.
- Give reported issues a trackable case record
- Keep the reported problem with the support workflow
- Reduce the chance of a chat issue being forgotten
Setup
Build it in a few focused steps.
- 1Connect 2chat and Dynamics 365 once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to create a Dynamics case from the support issue and customer context included in a 2chat webhook payload.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real support issue webhook.
Questions about this workflow
Does this create a case for every chat?
It runs when the configured webhook receives a request. Send requests for support issues you want recorded as cases.
Can it assign the case to a support owner?
The available action is Create Case. Do not rely on assignment unless the required owner details and action capability are available in your connected setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Dynamics365. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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