Route Box file comments into Dynamics cases
When someone flags a problem in a Box file comment, Notis can open a Dynamics case with the context your team needs.
Trigger
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Support requests in file comments are easy to miss when the team tracks work in Dynamics.
- Bring actionable file feedback into the support queue
- Preserve the comment and file context for review
- Reduce missed requests and manual case entry
Setup
Build it in a few focused steps.
- 1Connect Box and Dynamics 365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want from any channel.
- 3In one instruction, ask Notis to assess new file comments and create a Dynamics case for actionable support issues, including the comment context.
- 4Pick New File Comment Added in Box as the trigger and choose where run reports should go.
- 5Test with one real comment that describes a support issue and review the case.
Questions about this workflow
Will every comment create a case?
Your instruction can ask Notis to create a case only when a comment describes an actionable support issue and report other comments for review.
Can the case include the Box file name?
Ask Notis to include the file name and comment details when they are available in the event context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Dynamics365. A trigger fires from one place; an action lands in another.
Box 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.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
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.
Box and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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