Capture prospect meetings as Dynamics 365 leads
Keep a new prospect meeting from disappearing into your calendar. Notis can create a Dynamics 365 lead when Google Calendar reports a new event.
Trigger
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Promising conversations get scheduled, then go uncaptured while you move on to the next task.
- Reduce duplicate entry after scheduling a prospect conversation.
- Keep the event summary and available organizer details close to the new lead.
- Spend less time switching between your calendar and CRM.
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 that qualifying new prospect meetings should become Dynamics 365 leads, including how to identify a prospect meeting.
- 4Pick the Google Calendar Event Created trigger and choose where run reports should go.
- 5Test with one real example and review the created lead.
Questions about this workflow
Does every new calendar event become a lead?
Describe which events count as prospect meetings in your instruction. Notis can use the event data it receives, but it cannot infer details that are not present.
What information can be used?
The Event Created trigger returns the event ID, summary, start and end times, and organizer info. Do not rely on attendee or other details unless supplied elsewhere.
Can I review what happened?
Choose a report channel during setup to receive run reports and review the result of the real-example test.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.