Turn company intake rows into Dynamics accounts
Move new organizations from intake to CRM with less effort.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Company research and onboarding rows sit in sheets while the account record stays missing.
- Creates organization records promptly
- Keeps intake and CRM connected
- Reduces setup work for new accounts
Setup
Build it in a few focused steps.
- 1Connect Google Super and Dynamics365 in Notis once.
- 2Create an automation that creates an account for each qualifying company row.
- 3Pick New Rows in Google Sheet as the trigger.
- 4Choose a report channel and test with one real company row.
Questions about this workflow
Can it separate prospects from existing customers?
Yes. Describe the rule Notis should use when reviewing each row.
Can it avoid duplicates?
Ask Notis to check for a matching account before creating one.
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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