Update Dynamics365 cases from Typeform follow-ups
Keep case history current when customers send a follow-up response.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
Why this helps
Follow-up information arrives in a separate form and never makes it back to the active case.
- Keeps case context in one place
- Reduces manual status copying
- Makes the latest customer response visible
Setup
Build it in a few focused steps.
- 1Connect Typeform and Dynamics365 in Notis once.
- 2Create an automation named Case follow-up update.
- 3Describe how Notis should identify the case and add the follow-up summary, including what to do when the case reference is missing.
- 4Select Typeform New Form Response and choose a report channel.
- 5Test with one response linked to a real case.
Questions about this workflow
What if the case reference is missing?
Ask Notis to report the response for manual matching instead of guessing an existing case.
Can this update case status?
Yes, if your instruction provides a clear status rule and the action supports the required update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Dynamics365. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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