Create Dynamics365 cases from escalated slide issues
Give urgent customer issues a direct route from presentation review to support ownership.
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
Escalations recorded in slides can wait too long before entering the case queue.
- Routes escalations faster
- Preserves issue context
- Reduces dropped support work
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Dynamics365 in Notis.
- 2Create the automation and state how an escalated slide issue should become a case.
- 3Choose a Notis webhook trigger and connect the sender.
- 4Select a report channel for created cases and errors.
- 5Send one real escalation to test the workflow.
Questions about this workflow
Can the sender include screenshots or links?
Yes. Include accessible links in the webhook content and ask Notis to retain them in the case summary.
What if the issue is not actually escalated?
Tell Notis to create a case only when the submitted content states that it is escalated.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Dynamics365. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
Google Slides and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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