Refresh lead follow-up context every week
Make sure the next action discussed in your deck is visible on the lead record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Follow-up commitments disappear when weekly planning stays in slides instead of the CRM.
- Keeps next steps visible
- Supports weekly planning
- Reduces missed commitments
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Dynamics365 in Notis.
- 2Create the automation and describe how to update matching leads with follow-up context.
- 3Choose a Notis cron trigger and set a weekly schedule.
- 4Select the destination for run reports.
- 5Run one test cycle with a planning deck.
Questions about this workflow
Can it update only leads with explicit next steps?
Yes. State that requirement in the automation instruction.
What if a lead has conflicting next steps?
Tell Notis to report the conflict for review instead of choosing silently.
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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