Pair new Notion sales views with CRM context
Create a new way to review your pipeline in Notion and let Notis surface the current lead list for comparison.
Trigger
View Created
Triggers when a new Notion view is created. Fires workspace-wide. The payload includes `data.view_type` (`table`, `board`, `gallery`, `calendar`, `list`, `timeline`, `gantt`) and `data.parent` pointing at the view's tree parent (typically the teamspace), so customers can filter downstream.
Action
Dynamicscrm get all leads
Dynamicscrm get all leads
Why this helps
A new view can change how you plan follow-up, while the actual CRM records remain out of sight during the redesign.
- Retrieve current leads when a new sales view is created.
- Connect workspace organization changes to a CRM review moment.
- Make it easier to notice when the new view needs supporting pipeline cleanup.
Setup
Build it in a few focused steps.
- 1Connect Notion and Dynamics 365 to Notis once through the portal.
- 2Create the automation in the portal or describe the outcome to Notis conversationally.
- 3Write one prompt asking Notis to retrieve Dynamics 365 leads and provide a review summary when a sales view is created.
- 4Select View Created and choose a channel for run reports.
- 5Test with a new sales view and review the returned lead context.
Questions about this workflow
Does this work with any Notion view type?
The trigger fires for newly created views such as table, board, gallery, calendar, list, timeline, or gantt.
Will this update the leads?
No. The chosen action retrieves leads for review; it does not modify them.
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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