Create Dynamics365 accounts from company slides
Move company context from your deck into the account system your team already uses.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
New company information can sit in slides without becoming a usable CRM account.
- Turns company mentions into records
- Keeps account creation timely
- Reduces CRM backlog
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Dynamics365 once in Notis.
- 2Create a new automation and add a clear name.
- 3In one instruction, ask Notis to identify companies on new slides and create account records.
- 4Choose New Slide Added, then select the run report destination.
- 5Test with a real company slide.
Questions about this workflow
Can I limit account creation to qualified companies?
Yes. Include your qualification rule in the plain language instruction.
What if an account already exists?
Tell Notis to check returned Dynamics365 data and report possible duplicates before creating one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Dynamics365. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
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 Slides and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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