Turn recurring demand signals into Dynamics365 opportunities
Make sure qualified demand becomes pipeline even when nobody is watching the signal feed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Recurring signals can accumulate without a consistent process for turning them into opportunities.
- Capture demand consistently
- Reduce missed pipeline
- Create a repeatable process
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Dynamics365 in the Notis portal.
- 2Create a scheduled signal review automation.
- 3Tell Notis to review new 0CodeKit signals, identify newly qualified demand and create a Dynamics365 opportunity for each one with a concise rationale.
- 4Pick the notis_cron trigger and set the schedule.
- 5Choose a report channel and test with one real run.
Questions about this workflow
How are duplicate signals handled?
Ask Notis to compare the returned context and skip signals already represented by an opportunity.
Can it report skipped signals?
Yes. Request a summary of created and skipped opportunities.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Dynamics365. A trigger fires from one place; an action lands in another.
0CodeKit 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.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
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.
0CodeKit and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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