Keep Dynamics cases current with Workday leave changes
Make sure the case reflects the latest operational reality.
Trigger
Worker Leave of Absence Changed
Triggers when a worker's leave of absence record changes. This trigger monitors all leaves of absence for a specific worker and detects: - New leave requests created - Changes to existing leaves (status, dates, comments, etc.) - Deleted or rescinded leaves Uses snapshot-based diffing to track changes between polling intervals.
Action
Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
Why this helps
Case owners may act on outdated leave dates or statuses when updates remain in Workday.
- Keep case facts current
- Reduce repeated status checks
- Improve handoffs
Setup
Build it in a few focused steps.
- 1Connect Workday and Dynamics365 in Notis once.
- 2Create a new automation.
- 3Tell Notis to find the related Dynamics case and update it with meaningful leave status, date, or comment changes.
- 4Pick Worker Leave of Absence Changed as the trigger.
- 5Select a report channel and test with one changed leave.
Questions about this workflow
Can it update only matching cases?
Yes. Ask Notis to report when no related case can be identified.
Can it include comments?
Yes. Specify which operational comments should be added to the case.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Dynamics365. A trigger fires from one place; an action lands in another.
Workday 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.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
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.
Workday 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.