Update Dynamics365 leads when slides change
Carry new research and conversation notes into the lead record without retyping them.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Lead records lose useful context when teams update decks instead of CRM entries.
- Preserves evolving prospect context
- Improves follow-up quality
- Reduces repetitive admin
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Dynamics365 in Notis.
- 2Create a named automation.
- 3Describe how Notis should match the slide to an existing lead and append the new context.
- 4Pick New Slide Added and select where reports should go.
- 5Test with a slide for a known lead.
Questions about this workflow
What if the lead cannot be matched?
Notis can report the unmatched details for review instead of updating the wrong record.
Can it append rather than replace?
Yes. Specify that each update should be appended with the slide context.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.