Check lead intake when the sheet table structure changes
When a table gains, loses, or renames a column, ask Notis to review the changed schema and create a lead only when enough prospect information is available.
Trigger
Table Schema Changed
Polling trigger that detects when a table's schema changes in Google Sheets. Monitors columns added/removed/renamed and inferred type/format changes. Uses snapshot-based diffing to compare schemas between polls.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
A new or renamed spreadsheet column can change intake meaning, making copied CRM records incomplete or misleading.
- Notice column changes that affect lead intake.
- Avoid creating leads from data that no longer has clear meaning.
- Use a review instruction to handle structural changes consistently.
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 schema review.
- 3Tell Notis how to assess a schema change and when the available data supports creating a lead.
- 4Pick the Google Sheets Table Schema Changed trigger and choose where run reports should go.
- 5Test with one real schema change and review the resulting lead or report.
Questions about this workflow
What schema changes can trigger this workflow?
The trigger monitors columns added, removed, or renamed, along with inferred type and format changes.
Will each schema change produce a lead?
No. Your instruction should specify whether the change and available prospect data justify creating a lead.
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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