Route Agile CRM support escalations into Dynamics cases
Give escalated support issues a Dynamics case record for coordinated follow-up.
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
Escalations can lose ownership and context when support details need to be copied into another system.
- Create a trackable case from escalation details
- Reduce copying between support and CRM tools
- Keep issue context attached to the case record
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to create a Dynamics case for each support escalation received by the webhook, using the supplied issue details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real escalation example and review the case created.
Questions about this workflow
Does Agile CRM provide an escalation trigger?
No Agile CRM trigger is listed. The workflow starts when an escalation request is sent to the Notis webhook.
Will the case contain details missing from the request?
No. Include the information needed for triage in the request or have Notis call out what is missing in its report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dynamics365. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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