Create Dynamics365 opportunities from new deal slides
Make the next sales step visible as soon as it appears in your deck.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Deal discussions captured in slides often fail to reach the pipeline.
- Keeps pipeline current
- Captures deal context quickly
- Supports timely follow-up
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Dynamics365 in Notis.
- 2Create an automation and name it for your deal capture process.
- 3Tell Notis to identify active deals on each new slide and create opportunities with the available context.
- 4Pick New Slide Added and select a report channel.
- 5Test with one current pipeline slide.
Questions about this workflow
What if the slide has no value or close date?
Notis can create the opportunity with available information and report which details are missing.
Can this handle several deals on one slide?
Yes. Instruct Notis to evaluate each distinct deal separately.
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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