Update Dynamics365 opportunities from new slides
Keep your pipeline aligned with the latest story your team is presenting.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Opportunity records go stale when updates remain inside evolving decks.
- Keeps opportunity context fresh
- Cuts duplicate note taking
- Improves handoffs
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Dynamics365 in Notis.
- 2Create the automation and give it a descriptive name.
- 3Tell Notis to match new slide deal details to the right opportunity and update its context.
- 4Choose New Slide Added and a run report channel.
- 5Test with one slide tied to an existing opportunity.
Questions about this workflow
What if several opportunities are mentioned?
Instruct Notis to match and update each clearly identifiable opportunity.
Can it avoid overwriting important notes?
Tell Notis to append a dated summary instead of replacing existing 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
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