Turn worksheet structure changes into tracked support cases
When tabs are added, deleted, or renamed, ask Notis to decide whether the change needs investigation and open a case with the relevant context.
Trigger
Worksheet Names Changed
Triggers when the set of worksheet/tab names changes in a Google Spreadsheet. Detects when sheets are added, deleted, or renamed.
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Changes to a shared spreadsheet structure can break reporting or team processes, but no one may own the follow-up.
- Track a meaningful sheet structure issue in Dynamics 365.
- Reduce the chance that a broken reporting process goes unowned.
- Use your instruction to separate routine edits from issues that need a case.
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 worksheet support review.
- 3Tell Notis which worksheet name changes require a Dynamics 365 case and what context to include.
- 4Pick the Google Sheets Worksheet Names Changed trigger and choose where run reports should go.
- 5Test with one real worksheet name change and confirm the case contains useful context.
Questions about this workflow
What worksheet changes can start the workflow?
The trigger detects when the set of worksheet or tab names changes, including additions, deletions, and renames.
Will every tab change create a case?
Your instruction should say which changes deserve a case. The trigger reports the change but does not apply your business rules.
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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