Update Dynamics365 cases from Todoist tasks
Keep support history complete while work is moving fast.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
Why this helps
Resolution notes can be scattered across task comments and private lists.
- Preserve support history
- Make handoffs clearer
- Reduce repeated customer questions
Setup
Build it in a few focused steps.
- 1Connect Todoist and Dynamics365 in Notis once.
- 2Create a new automation and name it.
- 3Tell Notis to update the matching case with findings, replies, or resolution details.
- 4Pick the Todoist New Task Created trigger.
- 5Choose a report channel, then test with one real task.
Questions about this workflow
Can it add a customer reply?
Yes. Ask Notis to add the reply and summarize any required next action.
What if no case matches?
Notis can report the mismatch so you can decide whether to create a new case.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Dynamics365. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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