Add the next sales step to a Dynamics365 lead
The next action you write in Google Tasks becomes visible on the lead record.
Trigger
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.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Sales next steps disappear from the CRM even though they are captured in the task list.
- Make follow-up explicit
- Reduce dropped commitments
- Keep sales context in one place
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Dynamics365 in Notis once.
- 2Create an automation named Task Next Step to Lead.
- 3Tell Notis to update the related lead with the next action, timing, and context stated in the updated task.
- 4Pick Task Updated as the trigger and choose a report channel.
- 5Test it with one real follow-up task.
Questions about this workflow
Can it update only tasks with a clear action?
Yes. Instruct Notis to act only when the task states a specific next step.
What if the lead is not identified?
Notis reports the missing identifying context for review.
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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