Track an Affinity deal risk as a Dynamics case
Give a concrete deal issue a trackable place in Dynamics before it slips through the cracks.
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
Deal concerns recorded in relationship notes can lack an owner or a clear route for resolution.
- Convert a reported issue into a trackable case.
- Keep the case tied to the supplied deal context.
- Make follow-up easier to find in Dynamics.
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 create a Dynamics case only when the submitted Affinity information describes a specific issue needing resolution.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal issue and review the created case.
Questions about this workflow
Does this create a case for every deal?
No. The instruction should limit case creation to submitted information that describes an issue needing resolution.
Can it infer a support category or priority?
Only if the request provides the criteria or Notis can determine them from supplied information. It should report uncertainty rather than invent details.
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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