Sync customer records, project data, and financial summaries from Dynamics 365 directly into Notion databases. Stop exporting spreadsheets, copying account details, and manually updating team wikis—Redbird automates the entire flow between your ERP and collaborative workspace.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a new account or contact is created in Dynamics 365, Redbird automatically creates a corresponding page in your Notion customer database with all relevant details, owner information, and deal stage. Sales and customer success teams work from a single source of truth without manual data entry.
Every time an opportunity advances stages or revenue forecasts change in Dynamics 365, Redbird updates the corresponding deal card in your Notion pipeline board. Teams get real-time visibility into sales progress without switching between systems or waiting for weekly reports.
Redbird pulls key metrics from Dynamics 365—revenue, expenses, budget vs. actuals—and automatically populates formatted monthly reports in Notion. Finance teams share performance summaries with stakeholders in a familiar, collaborative workspace instead of static PDFs or email threads.
When your team logs a customer issue in Notion's support tracker, Redbird automatically creates a corresponding case in Dynamics 365 with all context, priority, and customer details. Support workflows start in Notion but immediately sync to your official service management system.
Redbird monitors your Dynamics 365 sales pipeline and posts automatic updates to designated Notion pages when deals over a certain threshold close, stall, or enter negotiation. Revenue teams stay informed without constantly checking the CRM or waiting for manual announcements.
When client projects are created in Notion, Redbird automatically pulls relevant account history, past orders, and contact details from Dynamics 365 to populate project pages. Delivery teams get full customer context without navigating the ERP or asking sales for background information.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 and Notion with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands both Dynamics 365's complex entity relationships and Notion's flexible database structures, mapping between enterprise ERP schemas and collaborative workspace properties automatically.
Redbird reads Dynamics 365's account hierarchies, opportunity stages, product catalogs, and service case structures—then intelligently maps them to Notion's properties, relations, and roll-ups. The platform handles custom fields, multi-select tags, formulas, and linked databases on the Notion side while respecting Dynamics 365's business units, currencies, and security roles. You define what data flows where; Redbird handles schema translation, data formatting, and relationship preservation across both systems.
faster than exporting Dynamics 365 reports and manually updating Notion databases
Redbird can pull from Dynamics 365 and Notion simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Dynamics 365 or Notion.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Dynamics 365 into Notion, or from Notion back into Dynamics 365. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any event in Dynamics 365 or Notion—Redbird handles the rest across your entire stack.
Fires when a new customer account or contact is added to Dynamics 365.
Triggers when a sales opportunity moves to a different pipeline stage or status.
Fires when case priority, status, or assignment changes in Dynamics 365 Customer Service.
Add new accounts or update existing customer records with enriched data.
Create timeline activities, notes, or interactions linked to accounts or opportunities.
Modify estimated revenue, close date, or probability on existing deals.
Fires when a new page is added to a specified Notion database.
Triggers when status, tags, dates, or other properties are updated on a Notion page.
Fires when team members leave comments or mentions on Notion documents.
Add new pages to Notion databases with properties, relations, and content populated.
Modify status, assignees, dates, or custom fields on existing Notion pages.
Add blocks, tables, or formatted text to existing Notion documents automatically.
Sync Dynamics 365 and Notion in minutes. Redbird handles the complexity of connecting enterprise ERP with collaborative workspaces—so your teams work from unified, always-current data.