Create Dynamics365 sales orders from confirmation slides
Move a confirmed agreement from presentation to fulfillment without another manual pass.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Why this helps
Order commitments can remain buried in approval or customer presentation decks.
- Speeds order entry
- Reduces missed commitments
- Connects approvals to operations
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Dynamics365 in Notis.
- 2Create a new automation with a clear name.
- 3Tell Notis to create a sales order only when a new slide contains explicit confirmation and sufficient order details.
- 4Choose New Slide Added and a report channel.
- 5Test with one confirmed order slide.
Questions about this workflow
Will it create orders from tentative language?
You can instruct Notis to require explicit confirmation before creating an order.
What if order details are incomplete?
Notis can report the missing information and skip creation.
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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