Move a deal conversation into Dynamics 365
Give a meaningful sales conversation a place to progress. Notis can turn qualifying calendar events into Dynamics 365 opportunities.
Trigger
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).
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
A deal can begin with a meeting, but its next steps are easy to lose when CRM updates are postponed.
- Create an opportunity from a conversation that meets your stated criteria.
- Use event details and metadata returned by Calendar Event Sync.
- Keep deal setup moving without a manual CRM detour.
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 scheduled sales conversations should create opportunities and what context Notis should include.
- 4Pick the Calendar Event Sync trigger and choose where run reports should go.
- 5Test with one real example and check the opportunity details.
Questions about this workflow
What makes this different from creating a lead?
Use this workflow for a qualifying conversation that should start a deal record. Use your instruction to define that criterion clearly.
What event information is available?
Calendar Event Sync returns full event data, including details, attendees, and metadata. Notis can only use information returned by the event.
Can I avoid creating opportunities for internal meetings?
State how to recognize the sales conversations in your instruction. If the needed signal is not in event data, provide it in the instruction or another available source.
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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