Keep unresolved delivery problems moving
Turn a recurring issue review into support cases with a clear reason for investigation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Case
Create a new case.
Why this helps
Delivery issues can persist across campaigns when reports are checked inconsistently and no case tracks ownership or resolution.
- Create trackable cases for issues that meet an explicit rule.
- Use recurring reviews to surface problems that otherwise linger.
- Keep the issue details supplied by the data source attached to the case.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for unresolved delivery review.
- 3Tell Notis in one instruction what supplied data indicates an unresolved issue and which details a case should contain.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real unresolved issue sample and confirm the case contains enough context.
Questions about this workflow
How does Notis know whether an issue is unresolved?
Provide an explicit status or resolution rule in the data and instruction. Do not assume a baseline or historical status that is not supplied.
Can this run from AimTell automatically?
No direct AimTell trigger is listed. This workflow runs on a Notis schedule and needs the relevant issue data provided to it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Dynamics365. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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