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Move new GitHub issues into Dynamics 365 Cases

Give important GitHub issues a home in Dynamics 365, with a case that carries the context your team needs to follow up.

Trigger

New Issue Created

Triggers when a new issue is created in a GitHub repository. Pull requests are automatically excluded -- only true issues produce events. Results can be filtered by labels, assignee, creator, and mentioned user. The payload includes the issue number, title, body, state, labels, assignees, comment count, creator details, timestamps, and direct links to the issue on GitHub.

Action

Create Case

Creates a new case (incident) entity record in dynamics crm using the web api.

Why this helps

Issues that need support or coordination can sit in GitHub without making it into the team’s case queue.

  • Keep investigation and follow-up visible in Dynamics 365.
  • Carry the issue title, description, and GitHub link into the case when available.
  • Reduce manual copying between development and support work.

Setup

Build it in a few focused steps.

  • 1Connect GitHub and Dynamics 365 once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
  • 3Ask Notis to create a Dynamics 365 case for each new GitHub issue, including its available details and link.
  • 4Pick GitHub’s New Issue Created trigger and choose where run reports should go.
  • 5Test with one real issue and confirm the case contains useful context.

Questions about this workflow

Does this trigger include pull requests?

No. GitHub’s New Issue Created event excludes pull requests.

Can Notis decide which issues need cases?

You can describe the decision in your instruction. The trigger itself can also use the event’s supported filters, if available in its setup.

Will the case include a link to the issue?

Ask Notis to include the GitHub issue link and any available issue details when creating the case.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link GitHub to Dynamics365. A trigger fires from one place; an action lands in another.

GitHub triggers

Dynamics365 actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get all invoices action

Get all invoices action

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Account

Creates a new account entity record in dynamics crm using the web api.

ActionInstant

New Workflow Artifact Created

Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.

TriggerPolling

Create Case

Creates a new case (incident) entity record in dynamics crm using the web api.

ActionInstant

Branch Changed

Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.

TriggerPolling

Create Contact

Creates a new contact entity record in dynamics crm using the web api.

ActionInstant

New Branch Created

Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.

TriggerPolling

Create Invoice

Creates a new invoice entity record in dynamics crm using the web api.

ActionInstant

Check Run Status / Conclusion Changed

Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.

TriggerPolling

Create Lead

Creates a new lead entity record in dynamics crm using the web api.

ActionInstant

Check Suite Status / Conclusion Changed

Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.

TriggerPolling

Create Opportunity

Creates a new opportunity entity record in dynamics crm using the web api.

ActionInstant

New Code Scanning Alert Created

Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.

TriggerPolling

Create Sales Order

Creates a new sales order entity record in dynamics crm using the web api.

ActionInstant

Connect any two apps with Notis in the middle.

GitHub and Dynamics365, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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