Close the loop on completed support issues
When project context clearly confirms an issue is resolved, complete the matching Dynamics case and record the resolution.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Resolve Case
Resolve an active case by creating an incident-resolution activity.
Why this helps
Resolved work can remain open in the support queue when project completion never makes it back to the case record.
- Find cases with clear completion evidence in project context.
- Resolve only a matching active case with sufficient evidence.
- Reduce stale open cases without guessing about resolution.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to find explicit Agiled confirmation that an issue is resolved, match it to an active Dynamics case, and resolve only when the match and completion are clear.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real completed issue and verify the case resolution.
Questions about this workflow
Will this close a case when a project is marked complete?
Only if the information clearly confirms the specific issue is resolved and matches an active Dynamics case. Project completion alone may not prove case resolution.
What happens when the case match is uncertain?
The instruction should report the uncertainty for human review and leave the case active.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Dynamics365. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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