Route actionable Typeform feedback to Dynamics365 cases
Turn feedback that needs action into a case your team can track to resolution.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Important complaints and defect reports get mixed with general feedback and lose momentum.
- Separates actionable issues from general comments
- Creates a trackable follow-up record
- Makes recurring problems easier to review
Setup
Build it in a few focused steps.
- 1Connect Typeform and Dynamics365 in Notis once.
- 2Create an automation named Actionable feedback case.
- 3Tell Notis to classify each response and create a case for complaints, defects, or explicit help requests.
- 4Select Typeform New Form Response and choose a report channel.
- 5Test with one actionable feedback response.
Questions about this workflow
Can general praise avoid case creation?
Yes. State that only feedback requiring intervention should create a case and ask Notis to summarize other responses in the report.
Can the case include the customer's wording?
Yes, ask Notis to include a concise quotation or paraphrase from the response.
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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