Turn new Sheet rows into Dynamics365 leads
Move captured prospects from your intake sheet into the CRM automatically.
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 Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Lead intake sheets grow faster than anyone can keep the CRM updated.
- Keeps the CRM aligned with intake sheets
- Removes repetitive data entry
- Creates a consistent handoff for sales
Setup
Build it in a few focused steps.
- 1Connect Google Super and Dynamics365 in Notis once.
- 2Create an automation that turns each new qualifying Sheet row into a Dynamics365 lead.
- 3Pick New Rows in Google Sheet as the trigger.
- 4Select a report channel and test with one real row.
Questions about this workflow
Can Notis decide which rows qualify?
Yes. Describe the qualification rule in the automation instruction and Notis can analyze each returned row.
Does it need a special spreadsheet template?
No fixed template is required, but the row should contain enough prospect information for a useful lead.
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.
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Create Invoice
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Create Lead
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Create Opportunity
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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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