Create Dynamics365 cases from Typeform support requests
Give every support request a visible case and a clear starting summary.
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
Support requests wait in a form inbox and lack an owner or clear next step.
- Creates a traceable case for each request
- Provides a quick issue summary
- Reduces missed support handoffs
Setup
Build it in a few focused steps.
- 1Connect Typeform and Dynamics365 in Notis once.
- 2Create an automation named Typeform support case.
- 3Describe that Notis should create a case from each submission and summarize symptoms and requested help.
- 4Pick Typeform New Form Response and choose the run report channel.
- 5Test with one genuine support request.
Questions about this workflow
Can Notis flag urgent cases?
Yes. Provide your urgency rules in the instruction and ask Notis to mention the result in the case context or report.
What if the request is not a support issue?
Ask Notis to report or skip submissions that do not match your stated support criteria.
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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