Give unresolved presence issues a weekly next step
Turn an accumulated list of meaningful disconnects into a short, trackable follow-up queue.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task activity and returns its selected representation.
Why this helps
Presence problems can be noticed in real time but never revisited when they remain unresolved.
- Bring unresolved issues back into view
- Create tasks only for actionable items
- Reduce repeated manual channel checks
Setup
Build it in a few focused steps.
- 1Connect Ably and Dynamics365 once in the Notis portal.
- 2Create an automation for unresolved presence review.
- 3Tell Notis to review the available unresolved presence items and create a Dynamics task for each actionable issue not already represented by an open task, if that information is available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real set of unresolved items and inspect the tasks.
Questions about this workflow
Can it know whether an issue is unresolved?
Only if that status is available in the supplied data or connected source. If it is unavailable, the prompt should ask for a supplied unresolved list.
How does it avoid duplicate tasks?
The instruction can ask Notis to check available Dynamics task data for an existing open task, and to report when that check cannot be made.
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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