Turn completed intake documents into contacts
Create the relationship record when the form is actually ready.
Trigger
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
Completed intake documents wait for a separate manual CRM update.
- Creates contacts at a clear completion point
- Uses submitted document context
- Reduces follow-up reminders
Setup
Build it in a few focused steps.
- 1Connect Google Super and Dynamics365 in Notis once.
- 2Create an automation that creates a contact when the configured intake placeholder is filled.
- 3Pick Document Placeholder Filled as the trigger.
- 4Choose a report channel and test with one completed document.
Questions about this workflow
What signals completion?
The trigger fires when the configured placeholder pattern is no longer present in the document.
Can it avoid incomplete documents?
Use a placeholder that remains until the required intake information is complete.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Super to Dynamics365. A trigger fires from one place; an action lands in another.
Google Super 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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 Super and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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