Create Dynamics365 contacts from new slides
Keep people details connected to the work your team presents.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
Names and contact details captured during presentations are easy to forget or duplicate.
- Centralizes stakeholder information
- Reduces duplicate typing
- Preserves presentation context
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Dynamics365 in Notis once.
- 2Create the automation from Automations, New Automation.
- 3Describe that Notis should find people details on each new slide and create contacts.
- 4Select New Slide Added as the trigger and choose a report channel.
- 5Test using a slide containing real attendee information.
Questions about this workflow
Does this copy every name on a slide?
You can instruct Notis to create contacts only for named people with enough identifying information.
Where do reports appear?
They go to the report channel you select during automation setup.
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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