Create a Dynamics365 opportunity from every strong buying signal
Make sure promising intent becomes a visible opportunity before it goes cold.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Buying signals are easy to miss when they remain buried in automation output.
- Capture intent promptly
- Improve pipeline visibility
- Reduce missed opportunities
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Dynamics365 in the Notis portal.
- 2Create an automation for strong buying signals.
- 3Tell Notis to create a Dynamics365 opportunity with the signal summary, likely value and recommended next action.
- 4Pick the notis_webhook trigger and choose a report channel.
- 5Test with one real signal.
Questions about this workflow
How do I define a strong signal?
Describe the signal criteria in the plain language automation prompt.
Can Notis include confidence?
Yes. Ask it to include confidence based on the available signal details.
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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