Create Dynamics365 leads from submitted slide notes
Push slide notes into a reliable lead capture path from any tool that can send a webhook.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Copied slide notes often wait in chat or documents before anyone creates the CRM record.
- Accepts notes from any sender
- Creates leads quickly
- Reduces copy and paste work
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Dynamics365 in Notis.
- 2Create a new automation and describe how to turn submitted slide notes into a Dynamics365 lead.
- 3Choose a Notis webhook trigger and copy its endpoint to your sender.
- 4Select a report channel for run updates.
- 5Send one real slide note payload to test the workflow.
Questions about this workflow
Does the webhook require a Google Slides event?
No. The webhook starts the workflow when your sender submits slide notes.
Can I include a deck link?
Yes. Include it in the submitted content and ask Notis to retain it in the lead 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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No card. Works with personal or business Dynamics365.