Create Dynamics365 cases from webhooks
Start a trackable support case the moment an issue reaches your systems.
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
Support requests can be delayed when intake tools and the CRM are disconnected.
- Reduce support intake delay
- Preserve issue details
- Improve triage consistency
Setup
Build it in a few focused steps.
- 1Connect Notis and Dynamics365 in the portal.
- 2Create an automation and describe the case creation outcome.
- 3Choose the Notis webhook trigger and copy its endpoint.
- 4Choose a report channel for run reports.
- 5Send one real support request payload to test the workflow.
Questions about this workflow
Can monitoring alerts start a case?
Yes. Send the alert details to the Notis webhook and describe the case criteria.
Can Notis summarize the request?
Yes. Ask it to turn the incoming details into a concise case summary.
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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