Turn support emails into trackable Dynamics 365 cases
Make customer issues easier to track from the first message to the next action.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Important support requests can disappear among routine email, making it hard to see what needs attention.
- Create a case from a customer issue email.
- Keep the issue and requested help summarized in the case.
- Make incoming support work easier to track.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Dynamics 365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to create a Dynamics 365 case for each new support request and summarize the issue.
- 4Choose Agent mail's New Email Received trigger and a channel for run reports.
- 5Test with one real support email and review the case.
Questions about this workflow
Can it ignore unrelated messages?
Tell Notis what counts as a support request in your instruction. It can use the message content when deciding whether to create a case.
What will the case include?
Ask Notis to include a concise description of the issue and what help the customer requested.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Dynamics365. A trigger fires from one place; an action lands in another.
Agent mail triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Agent mail and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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