Route customer issue comments from Asana into Dynamics 365 cases
Let a useful update in the project conversation become a support case without a separate copy and paste.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Customer issues mentioned in project comments can be buried in conversations and never make it into support tracking.
- Make customer issue reports easier to track in the support system.
- Preserve the comment and task context for case creation.
- Reduce the chance that a reported issue stays only in a project conversation.
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 a new task comment reports a customer issue, including relevant task and comment context.
- 4Choose the Asana New Comment on Task trigger and select a channel for run reports.
- 5Test with one real customer issue comment.
Questions about this workflow
Will every new comment create a case?
Your prompt should describe what counts as a customer issue and how Notis should handle other comments. Test that instruction with a real example.
What information can the case include?
Notis can use the comment and available task context. Customer identifiers or issue details not present there must be supplied separately.
Can this update an existing case instead?
The selected action creates a case. Updating an existing case requires a separate workflow using the Update Case action and an available case identifier.
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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