Open a Dynamics support case from a document handoff
Move a reported issue into the support queue without relying on someone to retype the story.
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 captured alongside documents can fall between the document process and the support queue.
- Move supplied support issues into Dynamics
- Reduce manual re-entry of reported problems
- Keep the original handoff context available for review
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that an incoming support handoff should create a case using the issue details provided.
- 4Select the webhook trigger and choose where run reports go.
- 5Send one real issue handoff and review the new case.
Questions about this workflow
Does this listen for an ActiveMerge event?
No. The trigger is a Notis webhook because ActiveMerge trigger events are not listed.
Can the workflow decide case priority?
Only when the request includes priority criteria or you provide them in the instruction. This action creates a case; do not assume an unsupported priority field.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Dynamics365. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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