Route support messages into Dynamics cases
Send a support request once. Abstract helps make the message easier to review, and Dynamics gets a case to track.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Case
Create a new case.
Why this helps
Support requests buried in messages are easy to overlook and take extra effort to turn into trackable work.
- Convert a message into a trackable case.
- Make long or unclear issue descriptions easier to scan.
- Keep the reported details available for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Dynamics365 once in the Notis portal.
- 2Create a new automation and name it for support intake.
- 3Tell Notis to process the submitted support message with Abstract and create a Dynamics case using the issue and customer details provided.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real support message.
Questions about this workflow
Can the workflow determine severity from the message?
You can ask Notis to summarize urgency cues in the submitted text, but provide any severity rules you want it to follow.
Does it find customer details automatically?
Include the customer details in the webhook request. This action creates a case; no customer lookup action is specified here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Dynamics365. A trigger fires from one place; an action lands in another.
Abstract 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
Create Account
Create a new account record.
Create Email Activity
Create Case
Create a new case.
Create Product
Create Contact
Create a new contact.
Create Product Price List Item
Connect any two apps with Notis in the middle.
Abstract and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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