Keep deal records in step with calendar changes
When a sales meeting moves or changes, keep its related opportunity from going stale. Tell Notis which changes should update the record.
Trigger
Event Updated
Triggers when an existing Google Calendar event is modified. Returns the event ID, change type, and the specific fields that changed with their previous and new values.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
A changed meeting can leave the CRM showing an outdated deal timeline or context.
- React to event changes that matter to your sales process.
- Use the event ID, change type, and changed field values returned by the trigger.
- Reduce the gap between a calendar change and a CRM update.
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 calendar changes should update an opportunity and how Notis can identify the related record.
- 4Pick the Event Updated trigger and choose where run reports should go.
- 5Test with one real example and confirm the intended opportunity was updated.
Questions about this workflow
Can Notis update an opportunity for every changed event?
Your instruction should narrow this to relevant sales meetings and changes. The trigger returns the event ID, change type, and specific changed fields with previous and new values.
How is the related opportunity identified?
Specify a reliable relationship in your instruction, such as an identifier present in the event data. If no reliable link is available, supply one before relying on automatic updates.
Does it include full event details?
The Event Updated trigger is described as returning the event ID, change type, and changed fields. Do not assume other full event data is available.
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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