Route AccuLynx project issues into Dynamics 365 cases
Give a reported project issue a support record your team can track in Dynamics 365.
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
Project issues can be overlooked when they arrive outside the place your team tracks support work.
- Create a trackable support record
- Preserve the supplied issue context
- Reduce manual re-entry
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Dynamics 365 case from the issue and project details in an AccuLynx webhook request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real project issue request.
Questions about this workflow
Can the case include project details?
Notis can use details in the request that the Dynamics 365 case action supports. Include relevant context in the webhook request.
Does this resolve the case when the issue is fixed?
No. This workflow creates a case. Case resolution is a separate action and requires a separate workflow instruction and trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Dynamics365. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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