Update Dynamics cases from parsed follow-ups
Bring follow-up details from documents into the case your team is already tracking.
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
New information about an open case can stay buried in a follow-up email or document instead of reaching the case record.
- Update an identified case with new supplied information.
- Summarize the follow-up context for easier case review.
- Reduce switching between documents and the case record.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Dynamics 365 once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3Ask Notis in one instruction to update the identified Dynamics case with relevant details from the submitted follow-up and summarize what changed.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real follow-up and confirm the intended case was updated.
Questions about this workflow
Can Notis close the case based on the parsed follow-up?
This package uses the Update Case action. It can update supplied case details, but case resolution is a separate action and should not be assumed.
What if the case is not clearly identified?
Ask Notis to report the ambiguity and avoid changing a record until the intended case is clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Dynamics365. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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