Create Dynamics 365 contacts from new customer intake documents
Customer details often arrive in a document before they reach the CRM. Notis can read a new intake file and create the contact in Dynamics 365.
Trigger
File Created
Triggers when a new file is created in Google Drive.
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
Customer information gets captured in intake documents, then waits for someone to enter it into the contact list.
- Create contacts from customer details already captured in Drive.
- Cut manual entry between intake and CRM record creation.
- Surface incomplete or ambiguous details in the run report.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis in one instruction to identify customer intake files and create contacts using only the details they contain.
- 4Pick the Google Drive File Created trigger and choose where run reports should go.
- 5Test with one real intake document and review the created contact.
Questions about this workflow
What happens if a contact may already exist?
Tell Notis to check available Dynamics 365 contact data before creating a record and report a possible match for review when it cannot confidently distinguish duplicates.
Can Notis fill in missing customer details?
It can use only information available in the intake file or Dynamics 365. It should leave missing values unknown rather than guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Dynamics365. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
File Created
Triggers when a new file is created in Google Drive.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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 Drive and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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