Close completed campaign support cases with a clear handoff
When the support work is complete, send the case reference and let Notis record the resolution in Dynamics.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Resolve Case
Resolve an active case by creating an incident-resolution activity.
Why this helps
Completed support work can remain open when the final resolution step is easy to forget after a handoff.
- Resolve an active case after a completion request.
- Use a supplied case reference to target the record.
- Reduce forgotten closeout steps after campaign support.
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to resolve the active Dynamics case identified in the incoming completion request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real completed case and its reference.
Questions about this workflow
Does this action resolve any case status?
The listed action resolves an active case by creating an incident-resolution activity.
How does the workflow know the work is complete?
The webhook request should indicate completion and include the case reference. Notis has no listed Adrapid completion event to rely on.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Dynamics365. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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