Start a Dynamics365 lead review from a new task
Capture a research request in Google Tasks and receive the relevant CRM context.
Trigger
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Action
Dynamicscrm get all leads
Dynamicscrm get all leads
Why this helps
Lead research requests sit in task lists until someone has time to search the CRM manually.
- Turn research requests into action
- Reduce context switching
- Return focused lead context
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Dynamics365 in Notis once.
- 2Create an automation named New Task Lead Review.
- 3Tell Notis to retrieve and summarize relevant leads when a new task requests sales research.
- 4Pick New Task Created as the trigger and choose a report channel.
- 5Test it with one real research task.
Questions about this workflow
How does Notis know which leads matter?
Include the customer, segment, person, or question in the task so Notis can focus the review.
Does it modify lead records?
No. This workflow retrieves and summarizes lead data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Dynamics365. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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 Tasks and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.