Turn Asana issue evidence into a Dynamics 365 case
When a task gains the screenshot or document that explains a customer problem, start tracking it as a case.
Trigger
Attachment Added to Task
Triggers when an attachment is added to a task.
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Issue evidence may arrive in Asana without anyone opening a corresponding case for the support team.
- Make issue evidence a prompt for case tracking.
- Keep the related Asana task context connected to support intake.
- Reduce the chance that an attached report is overlooked.
Setup
Build it in a few focused steps.
- 1Connect Asana and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create a Dynamics 365 case when an attachment is added to a task that describes a customer issue, using task details and available attachment context.
- 4Choose the Asana Attachment Added to Task trigger and select a channel for run reports.
- 5Test with one real issue task and attachment.
Questions about this workflow
Can Notis read the attachment contents?
This depends on what attachment information the event provides. If the contents are not available, the prompt must rely on task details or supplied information.
Will every attachment create a case?
Your prompt should define which task context qualifies as a customer issue and whether an attachment is enough to act.
What if the task already has a case?
This action creates a case. Define how Notis should recognize existing case references and handle them, or use a separate update workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Dynamics365. A trigger fires from one place; an action lands in another.
Asana triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Task Created
Triggers when a new task is created in a project.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Task Updated
Triggers when a task is updated in a project.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Asana and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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