Carry support escalations into Dynamics cases
Give an urgent issue a trackable Dynamics case with the context needed to begin triage.
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
Support issues can be buried in project discussions, leaving teams without a consistent record to triage and track.
- Create a trackable case from escalation details.
- Summarize the issue before it reaches the support queue.
- Flag missing context for follow-up instead of guessing.
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 use the incoming escalation and relevant Agiled context to create a Dynamics case with a concise issue summary.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real escalation and check the created case.
Questions about this workflow
Can this set case priority?
Ask Notis to use priority only when the incoming details or available records support it. Otherwise have it flag priority as unknown for review.
Does the workflow resolve the case?
No. It creates a case for follow-up; resolving a case is a separate action and should happen only after the issue is actually resolved.
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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