Create Dynamics 365 support cases from Google Drive comments
A useful support request in a document comment should not get lost in the thread. Notis can turn it into a Dynamics 365 case for tracking.
Trigger
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Important support issues are raised in document comments but never make it into the team's case queue.
- Turn actionable document comments into trackable support cases.
- Keep the original comment context available to the case owner.
- Reduce the need to monitor document threads for untracked requests.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis in one instruction to identify actionable support requests in new comments and create a case with the available context.
- 4Pick the Google Drive Comment Added trigger and choose where run reports should go.
- 5Test with one real comment that represents a support request.
Questions about this workflow
Does every comment create a case?
The trigger fires when a new comment is added. Your instruction can ask Notis to create a case only when the comment contains an actionable support request.
What if the comment lacks enough detail?
Notis should use only the comment and available document context. Ask it to note missing information in the run report rather than inventing details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Dynamics365. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
File Created
Triggers when a new file is created in Google Drive.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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.
Google Drive and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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