Create Dynamics365 cases from support intake webhooks
Give forms, bots, and internal tools one reliable path into Dynamics365 case tracking.
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
Support requests arrive through multiple channels and require manual CRM entry.
- Centralizes intake
- Reduces copy and paste work
- Creates consistent case summaries
Setup
Build it in a few focused steps.
- 1Connect Dynamics365 in the Notis portal.
- 2Create an automation named support webhook to case.
- 3Tell Notis to create a Dynamics365 case from each approved payload and summarize the issue, requester, impact, and source.
- 4Pick a webhook trigger and choose where run reports go.
- 5Send one real payload and review the created case.
Questions about this workflow
What sends the webhook?
Any approved form, bot, or system that can make an HTTP request can start the Notis automation.
Can Notis reject incomplete payloads?
Yes. Tell it to report missing required details and avoid creating a case.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Dynamics365. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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