Turn customer planning spreadsheets into account setup
When a new spreadsheet is created, let Notis review its available context and create an account if it represents a new customer or business relationship.
Trigger
New Spreadsheet Created
Triggers when a new Google Spreadsheet is created. This trigger monitors Google Spreadsheets and fires when new spreadsheets are detected. Uses timestamp filtering to efficiently detect newly created spreadsheets.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
A founder or team member may start customer planning in a sheet while the CRM account is never created.
- Review new planning documents for account setup needs.
- Reduce delay between customer work starting and CRM record creation.
- Let the instruction decide when there is enough evidence to create an account.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for new spreadsheet account review.
- 3Tell Notis how to identify a new customer spreadsheet and when it should create an account.
- 4Pick the Google Sheets New Spreadsheet Created trigger and choose where run reports should go.
- 5Test with one real newly created spreadsheet and review the account.
Questions about this workflow
Does a new spreadsheet always contain customer information?
No. Ask Notis to create an account only when the available spreadsheet context supports it.
What if the event does not include account details?
Provide any missing information through your instruction or the process that creates the spreadsheet.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Dynamics365. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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 Sheets and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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