Turn support escalations into Dynamics 365 cases
Send the issue summary and escalation context to Notis. It creates a Dynamics 365 case to give the support handoff a clear home.
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
Escalated issues can stall while someone copies the report into the support system and reconstructs its context.
- Create a case using the issue details supplied with the request.
- Keep escalation context with the CRM support record.
- Cut time spent transferring reports between tools.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Dynamics365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis the support outcome you want.
- 3In one instruction, ask Notis to create a Dynamics 365 case from the supplied issue summary and escalation context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real escalation and confirm the created case.
Questions about this workflow
What does this workflow do with an escalation?
It creates a Dynamics 365 case using the information and instruction provided to Notis.
Can it route a case to a specific queue?
Only use routing details supported by the available action and data. The listed action creates a case; do not assume it configures a queue.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Dynamics365. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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