Move support requests from Gmail into Dynamics 365 cases
Give support requests a clear home in Dynamics 365, with the email context ready for 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
Support requests mixed into a busy inbox are easy to overlook or leave without a trackable case.
- Create a trackable case from qualifying support messages.
- Reduce inbox triage and repeated data entry.
- Preserve a concise description of the customer's issue.
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 support requests and create a Dynamics 365 case with the issue summary and relevant sender details.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real support email and check the case details.
Questions about this workflow
Can this ignore non-support email?
Describe the kinds of messages that count as support requests in your instruction so Notis can assess each new message.
Will Notis update an existing case?
This workflow uses the Create Case action. It creates a case; it does not search for or update an existing one.
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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