Turn parsed support requests into cases
Give support requests a home in Dynamics as soon as their details are ready.
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
Requests extracted from email or documents can sit outside the case queue while someone re-enters their details.
- Create a case from a submitted parsed support request.
- Keep the available issue description and source context together.
- Reduce the chance that document-based requests are overlooked.
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 create a Dynamics case from each submitted support request and summarize the reported issue.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real parsed support request and review the case.
Questions about this workflow
Can Notis assign priority based on the request?
You can ask Notis to assess the information provided. Any priority rules or urgency signals missing from the parsed data must be supplied in the request.
Does this send a reply to the person who submitted the request?
No. The selected action creates a Dynamics case; it does not send a reply.
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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