Give chatbot escalations a clear home
When a Chatforma conversation needs a person to step in, send it to Dynamics365 as a case so it can be tracked through resolution.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Requests that need human help can get lost when the bot conversation ends without a reliable handoff.
- Turns a chat handoff into a trackable support item.
- Keeps conversation context close to the case.
- Makes the next support action easier to find.
Setup
Build it in a few focused steps.
- 1Connect Chatforma and Dynamics365 to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to make one conversationally.
- 3Write one plain-language instruction to create a Dynamics365 case when a Chatforma conversation requests human support or cannot be resolved by the bot.
- 4Choose an incoming webhook trigger and a run-report channel.
- 5Send one real escalation example and check that its case appears in Dynamics365.
Questions about this workflow
Will every chatbot exchange create a case?
The instruction can limit case creation to conversations that meet your escalation rule; validate that rule with an example.
Can the case include what happened in chat?
Tell Notis to use the conversation context when creating the case, then review the resulting record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chatforma to Dynamics365. A trigger fires from one place; an action lands in another.
Chatforma 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.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
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.
Chatforma and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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