Create Dynamics365 cases from escalation webhooks
Make urgent escalations visible in the support system the moment they are raised.
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
Escalation alerts are easy to miss when they arrive in a separate operational tool.
- Creates a durable escalation record
- Preserves the alert summary
- Helps support respond consistently
Setup
Build it in a few focused steps.
- 1Connect Dynamics365 in Notis once and configure the source system to call a Notis webhook.
- 2Create an automation named Escalation webhook case.
- 3Tell Notis to create a case from each escalation and summarize urgency and requested action.
- 4Pick the Notis webhook trigger and choose a report destination.
- 5Send one real escalation event and review the result.
Questions about this workflow
Can only urgent events create cases?
Yes. Include the urgency condition in the instruction.
What if the alert lacks customer context?
Ask Notis to create the case with available details and report the missing context.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.