Open a Dynamics 365 support case from an Asana issue task
Capture a customer issue in Asana and start tracking its resolution in Dynamics 365.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
A newly reported support issue can remain in general project work without a case owner or tracking record.
- Give reported customer problems a dedicated support record.
- Keep the original task context available for follow-up.
- Reduce the manual step between issue capture and case tracking.
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 for new Asana tasks describing customer support issues and how to treat incomplete details.
- 4Choose the Asana New Task Created trigger and select a channel for run reports.
- 5Test with one real issue task and review the created case.
Questions about this workflow
How do I avoid creating cases for ordinary tasks?
Describe the signals that indicate a customer support issue in your prompt, then test it with both an issue task and a regular task.
Can the workflow assign a case to a specific person?
Only if assignment details and the needed identifiers are available and supported. Include those details in the prompt or provide them as part of your process.
What if the task does not say who the customer is?
Notis cannot fill in an absent customer identity. Instruct it how to handle missing information, such as leaving it out or reporting that review is needed.
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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