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Notis

Turn escalation webhooks into Dynamics cases

Give urgent issues a trackable case the moment they escalate.

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 arrive in separate tools and lose visibility before support acts.

  • Make escalations visible
  • Preserve escalation context
  • Speed support response

Setup

Build it in a few focused steps.

  • 1Connect Dynamics365 in Notis.
  • 2Create an automation named Escalation case intake.
  • 3Tell Notis to create a case from each escalation payload with a concise issue summary and stated urgency.
  • 4Choose a webhook trigger and connect the endpoint to your escalation service.
  • 5Choose a report channel and test with one real escalation.

Questions about this workflow

Can it include monitoring evidence?

Yes. Ask Notis to include the evidence supplied in the webhook payload.

Can it reject low priority alerts?

Yes. State which escalation levels should create cases.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to Dynamics365. A trigger fires from one place; an action lands in another.

Timelinesai triggers

Dynamics365 actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get all invoices action

Get all invoices action

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Account

Creates a new account entity record in dynamics crm using the web api.

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

Create Case

Creates a new case (incident) entity record in dynamics crm using the web api.

ActionInstant

Create Contact

Creates a new contact entity record in dynamics crm using the web api.

ActionInstant

Create Invoice

Creates a new invoice entity record in dynamics crm using the web api.

ActionInstant

Create Lead

Creates a new lead entity record in dynamics crm using the web api.

ActionInstant

Create Opportunity

Creates a new opportunity entity record in dynamics crm using the web api.

ActionInstant

Create Sales Order

Creates a new sales order entity record in dynamics crm using the web api.

ActionInstant

Connect any two apps with Notis in the middle.

Timelinesai and Dynamics365, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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