Keep accepted invitees in your contact records
An accepted invitation can be the moment to save a new relationship. Have Notis create a Dynamics 365 contact for the invitees you identify.
Trigger
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
New people agree to meet, but their details can be forgotten before anyone adds them to the CRM.
- Capture selected invitees when their RSVP changes to accepted.
- Reduce manual contact entry after a new relationship begins.
- Use the attendee information returned by the response event.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe which accepted invitees should become contacts and what to do if attendee details are incomplete.
- 4Pick the Attendee Response Changed trigger and choose where run reports should go.
- 5Test with one real example and review the contact record.
Questions about this workflow
Does this run for every accepted RSVP?
The trigger fires when an attendee RSVP changes to accepted, declined, or tentative. Your instruction should specify that only accepted responses and qualifying people create contacts.
What attendee information is available?
The event returns attendee info and current status. Additional contact details should not be assumed unless present in that data.
Can it handle existing contacts?
Ask Notis to check for duplicates only if the available data and Dynamics action support that check. Review your real-example test to confirm the behavior.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Dynamics365. A trigger fires from one place; an action lands in another.
Google Calendar 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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
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.
Google Calendar and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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