Make CRM cleanup part of a pipeline redesign
When you reshape your Notion lead tracker, let Notis retrieve the current Dynamics 365 leads to support a focused review.
Trigger
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.
Action
Dynamicscrm get all leads
Dynamicscrm get all leads
Why this helps
A redesigned tracker can leave the founder unsure whether CRM records still match the process and categories now in use.
- Retrieve the current CRM lead list after a Notion schema change.
- Create a timely prompt for checking process and data consistency.
- Turn a structural change into a bounded CRM review moment.
Setup
Build it in a few focused steps.
- 1Connect Notion and Dynamics 365 to Notis once through the portal.
- 2Create an automation in Automations or tell Notis conversationally what outcome you want.
- 3Use one instruction asking Notis to retrieve Dynamics 365 leads and summarize a review when the Notion lead tracker schema changes.
- 4Select Data Source Schema Updated for the lead tracker and choose a report channel.
- 5Test with an appropriate schema change and review the run output and retrieved lead list.
Questions about this workflow
Does this update lead records automatically?
This workflow retrieves leads for a review. The available action is Get all leads, so it does not edit individual records.
What schema changes can trigger it?
The trigger fires when a data source column is added, removed, or renamed.
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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