Update Dynamics cases from Canvas discussion replies
Keep support history aligned with the conversation where it happens.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Action
Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
Why this helps
Case owners often lack the latest answer because follow-up remains in a separate discussion thread.
- Adds fresh context to cases
- Improves handoffs
- Reduces repeated questions
Setup
Build it in a few focused steps.
- 1Connect Canvas and Dynamics365 once in the Notis portal.
- 2Create an automation for case context updates.
- 3Tell Notis to match relevant new discussion messages to existing Dynamics cases and add a concise update.
- 4Pick New Canvas Discussion Message as the trigger and choose a report channel.
- 5Test with one real reply.
Questions about this workflow
What if the message matches several cases?
Ask Notis to report the ambiguity for review instead of updating multiple records.
Can irrelevant replies be ignored?
Yes. Instruct Notis to update cases only when the message changes issue status or adds useful evidence.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Dynamics365. A trigger fires from one place; an action lands in another.
Canvas 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.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
New Canvas File Upload
Polls a Canvas course for new file uploads.
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.
Canvas and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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