Turn discovered issues into trackable support cases
Capture a reported or researched issue in Dynamics while the useful context is still in front of you.
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
Issues found during research can disappear into a browser tab before anyone creates a case to track them.
- Open a Dynamics case from issue details sent to the webhook.
- Keep the supplied source and issue context with the case where supported.
- Make it easier to hand an issue into a support workflow.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dynamics 365 once in the Notis portal.
- 2Create an automation in Notis and name it for issue intake.
- 3Tell Notis in one instruction to create a Dynamics case from each issue sent to the webhook, using the supplied description and context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real issue and review the resulting case.
Questions about this workflow
Does monitoring a website automatically open a case?
Only if an HTTP request reaches the Notis webhook with the issue information. No Agenty trigger event is listed for this package.
Can this decide case priority from a history of past issues?
Only if the relevant history or baseline is supplied. The workflow can use information included in the request, but it cannot assume unavailable history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Dynamics365. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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