Create Dynamics cases from Agility CMS support requests
Give every content-related support issue a case your team can track and resolve.
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 tied to published content can get lost when they arrive outside the CRM case queue.
- Capture content-related issues as Dynamics cases.
- Keep the issue description available for investigation.
- Reduce manual handoff from content conversations to support.
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 desired outcome to Notis.
- 3Ask Notis to create a Dynamics case from each support request and include the supplied issue context.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real support request.
Questions about this workflow
Does Agility CMS send support events directly?
No source trigger is listed here. A Notis webhook starts the workflow when a request is sent to it.
Will this resolve the case?
No. It creates a case. Resolution is a separate Dynamics action.
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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