Turn support reports into summarized Dynamics cases
Capture the issue and its important context in a Dynamics case, without manually rewriting the report.
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 details arrive in different forms, making consistent case entry and triage harder.
- Save time rewriting incoming issue descriptions.
- Keep the original report context available for case handling.
- Create a consistent starting point for support follow-up.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Dynamics365 once in Notis.
- 2Create an automation in the portal or from any channel.
- 3Tell Notis to analyze each submitted support report and create a case with a concise issue summary.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test using one real support report and inspect the case.
Questions about this workflow
Will Notis resolve or assign the case?
This workflow creates a case from the submitted report. Assignment or resolution is not part of the selected action.
Can Notis include customer history?
Only if that history is included in the submitted information or supplied by another available source.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Dynamics365. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.