Bring new deal context into an existing Dynamics case
Keep an open issue connected to the relationship details that may help resolve it.
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
An open case can miss relevant deal context when updates remain in a separate relationship tracker.
- Add relevant supplied context to a specified open case.
- Keep case work informed by deal developments.
- Reduce manual context gathering.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dynamics once in Notis.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3In one instruction, ask Notis to update the specified Dynamics case only with relevant new details supplied in the Affinity handoff.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real case and confirm the intended record was updated.
Questions about this workflow
Can this find an open case without an identifier?
The context does not specify a case lookup step. Supply a case identifier or enough reliable context, and have Notis report ambiguity.
Can the update resolve the case?
This action updates a case. Resolving a case is a separate action and should only be used when resolution is intended.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dynamics365. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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