Track urgent customer email escalations as cases
Give urgent customer issues a clear case record and the context needed for prompt review.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Escalations can sit among routine messages without a durable record for the people who need to respond.
- Make urgent issues easier to review in the case queue.
- Preserve a short explanation of why the request needs attention.
- Reduce reliance on inbox flags and memory.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Dynamics 365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to create one.
- 3In one instruction, ask Notis to recognize urgent customer escalations and create a Dynamics 365 case with the issue and urgency context.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real escalation and confirm the case summary is accurate.
Questions about this workflow
Can the workflow decide what counts as urgent?
Provide your urgency criteria in the instruction. Notis should not infer urgency from unsupported data.
Does creating a case notify someone immediately?
The listed action creates a case. Choose a report channel for automation run reports; do not assume the action itself sends a separate notification.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Dynamics365. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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