Turn newly discovered spreadsheet projects into opportunities
When a newly created spreadsheet matches a saved search, ask Notis to assess whether its available context represents a sales opportunity and create one when appropriate.
Trigger
Spreadsheet Search Match
Triggers when a new spreadsheet appears that matches a saved search. This trigger uses snapshot-based diffing to detect when spreadsheets matching the search criteria are newly created or become visible to the user.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
New project or account planning spreadsheets can signal active buying work, but the sales team may not know to review them.
- Use a saved search to surface newly relevant spreadsheets.
- Review potential sales work while the planning context is fresh.
- Create opportunities only when your instruction finds sufficient evidence.
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 spreadsheet opportunity review.
- 3Tell Notis how to assess a matching spreadsheet and when it qualifies for an opportunity.
- 4Pick the Google Sheets Spreadsheet Search Match trigger and choose where run reports should go.
- 5Test with one real spreadsheet that matches the saved search and inspect the opportunity.
Questions about this workflow
What does a search match mean?
The trigger detects when a new spreadsheet appears that matches a saved search or becomes visible to the user.
Can the spreadsheet alone provide complete opportunity details?
Only if it includes them. Otherwise, supply missing deal context through your instruction or an existing process.
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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