Create Dynamics support cases with clearer requester details
A support request can arrive by webhook, get its contact details checked with Addressfinder, and become a Dynamics case with the verification notes included.
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 teams lose time when a case arrives without dependable ways to identify or contact the requester.
- Give support a clearer starting point for each case.
- Flag questionable requester details early.
- Keep the original issue and verification context together.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Dynamics once in the Notis portal.
- 2Create an automation from Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to validate requester details and create a Dynamics case with the issue and findings.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real support request.
Questions about this workflow
Does this resolve the case after creating it?
No. The selected action creates a case. Resolution is a separate Dynamics action.
What data should the webhook include?
Send the support request details and any requester address, email, or phone number that Addressfinder should check.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Dynamics365. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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