Move new prospect notes into Dynamics 365 automatically
Capture a prospect once in Notion and let Notis create the Dynamics 365 lead for your sales pipeline.
Trigger
New Page
Triggers when a new page is added to a Notion database.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Prospect details captured during research or networking can disappear among unrelated Notion pages before anyone adds them to the CRM.
- Create a CRM lead when a new Notion intake row appears.
- Keep prospect capture in the workspace where ideas and research already live.
- Reduce the mental load of remembering a second manual entry.
Setup
Build it in a few focused steps.
- 1Connect Notion and Dynamics 365 to Notis once through the portal.
- 2Create a new automation in the portal or tell Notis conversationally what outcome you want.
- 3Use one plain-language instruction to create a Dynamics 365 lead from each new Notion prospect entry.
- 4Select the Notion New Page trigger for the prospect database and choose a channel for run reports.
- 5Test with one real prospect entry and confirm the lead appears in Dynamics 365.
Questions about this workflow
Does Notis need a separate field-mapping setup?
No. Describe in the automation prompt that Notis should use the new prospect entry to create a Dynamics 365 lead.
Can this run only for a specific Notion database?
Yes. Select the New Page trigger and scope it to the relevant data source when configuring the trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Dynamics365. A trigger fires from one place; an action lands in another.
Notion 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.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
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.
Notion and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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