Open a Dynamics 365 case for customer blockers
When a Linear update surfaces a customer blocker, Notis can open a Dynamics 365 case with the relevant context.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Customer-impacting issues can be tracked for engineering while the support follow-up remains easy to miss.
- Give customer-impacting work a visible support record.
- Preserve issue context for the people handling the customer conversation.
- Reduce dropped follow-ups between engineering and support.
Setup
Build it in a few focused steps.
- 1Connect Linear and Dynamics 365 to Notis once through the portal.
- 2Ask Notis to create a Dynamics 365 case when an updated Linear issue identifies a customer-facing blocker, carrying over the useful context.
- 3Select the Linear Issue Updated trigger and choose a run-report channel.
- 4Test with one real customer blocker update and confirm a relevant case is created.
Questions about this workflow
What qualifies as a customer blocker?
Specify in the prompt that the issue must describe a real customer impact or support need.
Does this update an existing case?
This workflow creates a case. A separate workflow can update an existing case when you have a reliable way to identify it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Dynamics365. A trigger fires from one place; an action lands in another.
Linear 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.
Comment Received Trigger
Triggered when a comment is received.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Issue Created Trigger
Triggered when a new issue is created.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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