Route a surfaced support issue into Dynamics
Keep a customer issue from getting buried in prospect notes by opening a case with the details you provide.
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 concern mentioned during sales research can be overlooked when it is recorded only as prospecting context.
- Give a surfaced issue a trackable case record.
- Keep supplied issue context together.
- Help sales and support hand off the concern.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Ask Notis to create a Dynamics case only when the request contains a customer support issue and includes the required context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real, appropriate support request.
Questions about this workflow
Is this for ordinary new prospects?
No. Use this only when the request contains a genuine customer support issue and the needed case context.
Can Notis resolve the case too?
This workflow creates a case. Resolving an existing case is a separate Dynamics action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dynamics365. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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