Review Dynamics 365 opportunities when related Drive files are deleted
A deleted proposal or sales file can change what should happen next. Notis can find the related opportunity and record an update when the deletion has clear meaning.
Trigger
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
A sales file disappears from Drive while the CRM opportunity carries on with no indication that the supporting document changed.
- Prompt a review of the related opportunity when a supporting sales file disappears.
- Record a relevant update when the reason and impact are clear.
- Avoid unsupported status changes when deletion context is ambiguous.
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 how to match a deleted sales file to an opportunity and what evidence justifies an update.
- 4Pick the Google Drive File Deleted or Trashed trigger and choose where run reports should go.
- 5Test with one real deletion event and review the opportunity update and run report.
Questions about this workflow
Can Notis know why a file was deleted?
The deletion event signals that a file was trashed or deleted, but it may not explain why. Tell Notis to avoid changing opportunity status unless the available context supports that decision.
Will it update every opportunity when any file is deleted?
Your instruction should require a clear match between the deleted file and the opportunity before making an update. Uncertain matches should be reported for review.
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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