Create a Dynamics365 lead from every new Google Slides slide
Capture prospect details from a fresh slide and place them in Dynamics365 before the follow-up gets lost.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Prospect notes often remain trapped in presentation decks after a meeting or pitch.
- Reduces manual CRM entry
- Keeps pitch notes actionable
- Creates a consistent lead record
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Dynamics365 in Notis once.
- 2Create a new automation and name the workflow.
- 3Tell Notis to read each new slide, identify prospect details, and create a Dynamics365 lead.
- 4Pick the New Slide Added trigger and choose where run reports should go.
- 5Test with one real slide and review the created lead.
Questions about this workflow
What starts this workflow?
The Google Slides New Slide Added event starts it.
Can Notis handle slides with incomplete details?
Yes. Tell Notis to create only a lead when the required details are present and report anything missing.
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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