Create Dynamics 365 opportunities from matching Drive proposals
A proposal can mark the start of a real sales opportunity. Notis can spot new files that match your Drive query and create an opportunity with the context provided.
Trigger
New File Matching Query
Triggers when a new Google Drive file matches a provided query. This is the legacy query-centric trigger: it preserves Drive API query config such as ``corpora`` / ``driveId`` aliases and emits the historical ``file_matching_query`` event type. ``FileCreatedTrigger`` covers the broader "new file" case and emits ``file_created``.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Proposal files can appear in Drive without a corresponding opportunity for the team to track.
- Create opportunities when new proposal files match a Drive query.
- Carry forward proposal context for sales follow-up.
- Use the legacy query-based Drive trigger to watch the intended file set.
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 to review matching proposal files and create an opportunity from supported details, following your criteria for qualified proposals.
- 4Pick the Google Drive New File Matching Query trigger and choose where run reports should go.
- 5Test with one real proposal file that matches the query and review the opportunity.
Questions about this workflow
How do I define which proposals count?
The New File Matching Query trigger uses the Drive query configuration. Describe any qualification judgment for Notis in your instruction, using criteria your team can provide.
What if the proposal does not include a value or close date?
Notis should create or report the opportunity using only available details and leave unsupported information unspecified.
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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