Keep Dynamics cases current with content issue details
Put new, confirmed findings on the case where support can act on them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Case
Update an existing case.
Why this helps
Support teams can miss important findings when content issue updates arrive outside Dynamics.
- Add confirmed issue details to the relevant case.
- Reduce manual support handoffs from content work.
- Keep investigation context available in Dynamics.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the case update outcome to Notis.
- 3Ask Notis to update the identified Dynamics case with confirmed issue details supplied in the request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real case reference and a confirmed update.
Questions about this workflow
Does this resolve the case?
No. It updates an existing case. Use the separate resolve action only when the case is ready to be resolved.
Can the workflow update a case without a case reference?
It needs to identify the intended case. If the reference is missing or ambiguous, request clarification instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Dynamics365. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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