Refresh Dynamics opportunities from changing deal notes
Keep the deal record aligned as your working notes evolve.
Trigger
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Opportunity stages and next steps lag behind the latest deal conversations.
- Keep next steps current
- Reduce pipeline admin
- Preserve deal context
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Dynamics365 in Notis.
- 2Create an automation named Updated deal notes to opportunity.
- 3Instruct Notis to identify the opportunity and update it with changed stage context, risks, or next steps.
- 4Pick Document Updated as the trigger and choose a report channel.
- 5Test with one revised opportunity brief.
Questions about this workflow
Can Notis update the opportunity stage?
Yes, when the document clearly supports a stage change and your instruction permits it.
What if the opportunity cannot be identified?
Notis can report the ambiguity for review instead of updating the wrong record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Dynamics365. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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 Docs and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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