Update a Dynamics support case from a document follow-up
Carry new information from a document follow-up into the case already being handled.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Case
Update an existing case.
Why this helps
A case can keep outdated context when follow-up details arrive through a separate document process.
- Keep case details current with supplied follow-up information
- Reduce re-entry after a document handoff
- Tie the update to an identified case
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 the supplied case changes to apply and how the request identifies the target case.
- 4Pick the webhook trigger and select where run reports should go.
- 5Send one real follow-up request and review the case.
Questions about this workflow
Does this resolve the case?
No. This action updates a case. Resolving a case is a separate listed action.
Can Notis update a case without a clear identifier?
The request should identify the intended case. Do not rely on ambiguous matching.
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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