Keep subscription changes with the support case
Preserve the event history your support team needs without making someone rewrite every update.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Why this helps
A subscription change can explain a customer issue, but the explanation is disconnected from the case.
- Connect operational changes with support context
- Reduce manual case note entry
- Keep event details available for handoffs
Setup
Build it in a few focused steps.
- 1Connect Ably and Dynamics365 once in the Notis portal.
- 2Create an automation for subscription-change case notes.
- 3Tell Notis to add a Dynamics annotation to the case referenced by the webhook when the subscription change is relevant, summarizing only supplied facts.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real event and verify the note is attached to the intended case.
Questions about this workflow
What if there is no case reference?
Tell Notis to skip the annotation and report the missing reference rather than attaching it to a guessed case.
Will every subscription change create a note?
Your instruction can limit notes to changes relevant to the customer issue or case context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Dynamics365. A trigger fires from one place; an action lands in another.
Ably triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
Ably and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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