Turn issue comments into Dynamics 365 cases
Move customer problems from discussion to an owned support record.
Trigger
Task Comment Posted
Triggers when a comment is added to a task. `changes[]` carries one `CommentChange` entry whose `comment` field is the typed `ClickupComment` object (id, text, user, reactions, etc.).
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Important customer issues stay in task comments without a formal case or owner.
- Capture support issues immediately
- Give every problem a CRM record
- Reduce missed comment follow-up
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Dynamics365 in Notis once.
- 2Create an automation instructing Notis to create a case from comments that describe a customer problem, including the useful context.
- 3Pick the Clickup Task Comment Posted trigger.
- 4Choose a report channel for created cases and exceptions.
- 5Test with one real issue comment.
Questions about this workflow
Will every comment create a case?
No. Your instruction can tell Notis to create cases only when the comment indicates a support issue.
Can the original task context be included?
Yes. Ask Notis to summarize the task and comment context in the case details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Dynamics365. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Folder Deleted
Triggers when a Folder is deleted.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
List Created
Triggers when a new List is created.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
List Deleted
Triggers when a List is deleted.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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