Update a Dynamics365 lead when a OneDrive brief changes
When a prospect brief changes, your CRM should reflect it without another copy and paste session.
Trigger
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Sales teams act on stale prospect notes because updated files are easy to miss.
- Keep lead context current
- Spot important file changes faster
- Avoid duplicate note taking
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Dynamics365 once in the Notis portal.
- 2Create an automation that updates the related lead from meaningful OneDrive file changes.
- 3Pick the File Updated trigger.
- 4Choose a report channel and test with one updated sales brief.
Questions about this workflow
Does this run for every file change?
It runs from the listed OneDrive File Updated event, while Notis uses your instruction to decide what update is relevant.
What if no matching lead exists?
The report can explain that no matching lead was found so you can decide the next step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Dynamics365. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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