Keep Dynamics 365 cases current from Asana comments
Carry a useful resolution note from the task conversation into the case your team is tracking.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
Action
Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
Why this helps
Support case records fall behind when meaningful updates are shared in project comments instead of the CRM.
- Keep case context aligned with project discussion.
- Reduce missed resolution details hidden in comments.
- Make the latest relevant update easier to find in Dynamics 365.
Setup
Build it in a few focused steps.
- 1Connect Asana and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to update the related Dynamics 365 case when a comment adds resolution information, including how to identify the case.
- 4Choose the Asana New Comment on Task trigger and select a channel for run reports.
- 5Test with one real comment on a task linked to a case.
Questions about this workflow
How does the workflow locate the case to update?
Provide a reliable case identifier in the task or comment context, or another identification rule that Notis can apply using available information.
Will every comment overwrite case details?
Your prompt should specify which comments carry meaningful case updates and what information should be changed.
Can it close the case when a comment says the issue is resolved?
Only if the update action supports the required case status change and your instruction defines the resolution signal. Test with an example before relying on it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Dynamics365. A trigger fires from one place; an action lands in another.
Asana 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.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Task Created
Triggers when a new task is created in a project.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Task Updated
Triggers when a task is updated in a project.
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.
Asana and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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