Keep contact records current when tracked sheet values change
When a shared contact tracker changes, ask Notis to review the updated values and refresh the corresponding Dynamics 365 contact.
Trigger
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.
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
Contact details drift when spreadsheet edits are not carried back to the CRM, leaving the team with stale records.
- Catch edits in a range your team already maintains.
- Reduce duplicate checking between a tracker and CRM.
- Let your instruction define how changed values should be handled.
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 contact updates.
- 3Tell Notis how to identify the contact and apply meaningful changes from the monitored range.
- 4Pick the Google Sheets Cell Range Values Changed trigger and choose where run reports should go.
- 5Test with one real contact change and review the resulting Dynamics 365 record.
Questions about this workflow
Does this trigger watch a whole spreadsheet?
No. It watches the specific cell or range selected for the trigger.
Does it decide which contact fields to update?
No field mapping is configured in the trigger. Describe the decision and update behavior in your instruction, and ensure the sheet provides enough information to identify the contact.
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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