Update a Dynamics365 lead when its task details change
Change the task once and keep the corresponding lead record aligned.
Trigger
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.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Sales records go stale when new qualification notes remain only in task details.
- Preserve the latest qualification context
- Reduce repetitive CRM edits
- Keep due dates and status visible to sales
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Dynamics365 in Notis once.
- 2Create an automation named Task Detail Change to Lead Update.
- 3Tell Notis to find the related lead and update it with meaningful changes from the task.
- 4Pick Task Details Changed as the trigger and choose a report channel.
- 5Test it by editing one real task.
Questions about this workflow
Which task changes are useful?
Notis can use title, notes, status, due date, completion, and position changes exposed by the trigger.
How does Notis find the lead?
Include a lead name, email, company, or another identifying detail in the task text.
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
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