Give Airtable permission changes a clear owner
When a base permission level changes, create a Dynamics 365 account record as a tracking point for the team responsible for reviewing access and ownership.
Trigger
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
A changed permission level can need follow-up, but its review may have no clear home or owner.
- Create a Dynamics 365 tracking record when a base permission level changes.
- Give the team a CRM record to assign and follow up.
- Avoid claiming who changed access or why unless that information is provided.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Dynamics 365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to create a Dynamics 365 account record with the Airtable base details and a note that its permission level changed and needs owner review.
- 4Pick Airtable Base Metadata Changed as the trigger and choose where run reports go.
- 5Test with one real base metadata change and check the created record.
Questions about this workflow
Does the trigger tell us who changed permissions?
Do not assume it does. The record can include only details made available by the trigger or separately supplied context.
Why create an account record for a base change?
It provides a Dynamics 365 record the team can assign and use to track review. Choose this pattern only if your CRM uses accounts for operational tracking.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Dynamics365. A trigger fires from one place; an action lands in another.
Airtable 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.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
View Created
Triggers when a new view is created in an Airtable base.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
View Deleted
Triggers when a previously known Airtable view is deleted.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
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.
Airtable 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.