Update Dynamics 365 leads when their Drive research changes
Research gets revised. Notis can review the updated Drive file and refresh the related Dynamics 365 lead, keeping useful context close to the follow-up.
Trigger
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
A lead's research changes, but the CRM record stays stale until someone remembers to revisit it.
- Bring revised research into the associated lead record.
- Reduce the chance that follow-up relies on outdated document details.
- Use run reports to review what Notis changed.
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.
- 3In one instruction, tell Notis how to identify the related lead and which supported details to update from the revised research.
- 4Pick the Google Drive File Updated trigger and choose where run reports should go.
- 5Test with one real research file that corresponds to a Dynamics 365 lead.
Questions about this workflow
How does Notis know which lead the file belongs to?
Include the matching clues available in your files and CRM, such as a prospect name or company. Notis should only update a lead when it can identify the match from supplied information.
Will it overwrite information that is not in the revised file?
State in your instruction that Notis should update only details supported by the revised file and leave unrelated lead information untouched.
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
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.