Create a Dynamics365 case from every new Zendesk ticket
Keep support work visible in Dynamics365 without retyping ticket details.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Important customer issues get lost when support tickets and CRM records live in separate queues.
- Reduces duplicate data entry
- Keeps support history in Dynamics365
- Gives founders one place to review open cases
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dynamics365 once in the Notis portal.
- 2Create a new automation and name the ticket to case workflow.
- 3Tell Notis to create a Dynamics365 case with the ticket summary, requester context, urgency, and link.
- 4Pick the New Zendesk Ticket trigger and choose a report channel.
- 5Test with one real ticket and review the run report.
Questions about this workflow
Does this copy the entire Zendesk ticket?
You can instruct Notis to include the details your team needs, such as the summary, requester, comments, priority, and ticket link.
Can I decide which tickets become cases?
Yes. Describe the rule in your automation prompt, such as creating cases for billing or technical issues.
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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