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Notis

Give support comments a trackable next step

When a customer issue appears in a Notion comment, Notis can create a Dynamics 365 case for follow-up.

Trigger

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.

Action

Create Case

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

Why this helps

Support requests raised in discussion threads can be acknowledged but never enter the queue where they are tracked to resolution.

  • Create a support case from a new Notion comment.
  • Keep customer issues visible in the system used to track service work.
  • Reduce the chance that a request stays buried in a discussion thread.

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 should happen.
  • 3Write one instruction asking Notis to create a Dynamics 365 case when a Notion comment reports a customer issue.
  • 4Select Comment Created and choose a channel for run reports.
  • 5Test with a real support comment and verify the new case in Dynamics 365.

Questions about this workflow

Does Notion comment access require anything extra?

The Notion integration needs the Read comments capability. If it was authorized before that capability was enabled, reconnect or re-authorize it.

Will every comment create a case?

Describe in the prompt which comments represent support issues. The trigger can be scoped to a page when appropriate.

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.

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

All Page Events

Triggers when any Notion page is created or updated across the workspace.

TriggerPolling

Create Case

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

ActionInstant

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.

TriggerInstant

Create Contact

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

ActionInstant

New Comment

Triggers when a new comment is added to a specified Notion block or page.

TriggerPolling

Create Invoice

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

ActionInstant

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.

TriggerInstant

Create Lead

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

ActionInstant

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.

TriggerInstant

Create Opportunity

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

ActionInstant

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.

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

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