Keep canceled prospect meetings on your follow-up list
A canceled meeting can still need attention. Update the related lead so rescheduling or follow-up stays visible in Dynamics 365.
Trigger
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.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
When a prospect cancels, the calendar event disappears and the next follow-up can disappear with it.
- Keep a canceled prospect meeting from ending the follow-up thread.
- Use the event summary and cancellation timestamp when available.
- Make a lead update part of the cancellation workflow.
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 canceled meetings should update a lead and how the corresponding lead can be found.
- 4Pick the Event Canceled or Deleted trigger and choose where run reports should go.
- 5Test with one real example and confirm the correct lead was updated.
Questions about this workflow
What does the cancellation trigger return?
It returns minimal data: event ID, summary if available, and cancellation timestamp.
Can it automatically find the matching lead?
Only if the event data provides a reliable way to identify that lead. Otherwise, supply a matching identifier in the available context before depending on an automatic update.
What should the lead update say?
State the follow-up outcome you want in your instruction, such as recording that a meeting was canceled for rescheduling. The action updates an existing lead.
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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