Review Dynamics365 leads when a slide is added
Spot matching prospects and follow-up gaps without opening every lead one by one.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Dynamicscrm get all leads
Dynamicscrm get all leads
Why this helps
Broad prospect reviews are tedious when slide research and CRM data stay separate.
- Finds relevant prospects faster
- Highlights follow-up gaps
- Supports focused pipeline reviews
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Dynamics365 in Notis.
- 2Create a new automation and name the review.
- 3Tell Notis to retrieve all leads and compare them with the topic or companies on each new slide.
- 4Choose New Slide Added and select the run report channel.
- 5Test with one research slide and inspect the report.
Questions about this workflow
Does it change any lead records?
No. This workflow retrieves and analyzes leads for a report.
Can the report focus on a segment?
Yes. State the segment or matching criteria in the instruction.
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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No card. Works with personal or business Dynamics365.