Create cases from recurring public issue checks
Let a scheduled check bring newly observed public issues into your support workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Case
Create a new case.
Why this helps
Teams can miss relevant public reports when checking issue pages depends on remembering to revisit them.
- Make specified public page checks repeatable.
- Create cases only when stated criteria are met.
- Keep issue descriptions grounded in observed page content.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dynamics 365 once in the Notis portal.
- 2Create an automation for scheduled issue checks.
- 3In one instruction, give Notis the pages and criteria to check with AgentQL, and ask it to create a Dynamics 365 case for each newly observed qualifying issue.
- 4Pick a Notis cron schedule and select where run reports go.
- 5Test with one accessible issue page and review any created case.
Questions about this workflow
Can it know whether an issue is new?
Only when the workflow has a prior result or another supplied baseline to compare with. Otherwise it should report observations without claiming novelty.
Can it check pages that require login?
Only if AgentQL can access them through an authorized connection. Test access before relying on the schedule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Dynamics365. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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