Close the loop on fixed Agility CMS content issues
When a content fix is confirmed, complete the support loop by resolving its active Dynamics case.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Resolve Case
Resolve an active case by creating an incident-resolution activity.
Why this helps
A content fix can be complete while its related support case remains open and keeps demanding attention.
- Close active cases after an explicit fix confirmation.
- Reduce manual case cleanup after publishing work.
- Keep support status aligned with the supplied resolution context.
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 closure outcome to Notis.
- 3Ask Notis to resolve the identified active Dynamics case only when the webhook request confirms the related content issue is fixed.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real fix confirmation and an active case reference.
Questions about this workflow
Will this resolve a case based on an unverified assumption?
The instruction should require an explicit fix confirmation and an identified active case before using the resolve action.
What happens when the case is already inactive?
The action is for resolving an active case. The automation should report the situation for review rather than assume a successful resolution.
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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