Create a Dynamics case from a campaign escalation
Give a customer issue a trackable home in Dynamics when a campaign workflow flags it for support.
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
A support issue surfaced during marketing follow-up can be lost if it stays in a campaign conversation.
- Create a trackable case from an escalated issue.
- Keep the supplied issue details available to support.
- Reduce manual handoff steps between marketing and service.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Dynamics365 once in the Notis portal.
- 2Create an automation and describe which campaign escalations should create a Dynamics case.
- 3Choose the webhook trigger and send the issue details to its URL from your campaign workflow or connected service.
- 4Choose where run reports go, then test with one real escalation example.
Questions about this workflow
Does this resolve the case automatically?
No. The action creates a new case. Resolving an active case is a separate listed action.
What details should the webhook include?
Include the issue context required for your Dynamics case and any references needed to associate it correctly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Dynamics365. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.