Create opportunities from labor demand
Connect real staffing pressure to the opportunity record that can solve it.
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
Strong buying signals in labor data can disappear before anyone follows up.
- Surface high intent accounts
- Give sellers operational context
- Shorten the path from signal to conversation
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dynamics365 in Notis.
- 2Create an automation named Labor demand opportunity.
- 3Describe the labor signal that should create an opportunity and what context to include.
- 4Select notis_webhook and publish its endpoint to the source workflow.
- 5Choose a report channel and test with one qualified payload.
Questions about this workflow
What counts as a qualified signal?
Specify the threshold or wording your payload provides, such as sustained understaffing.
Can Notis avoid creating duplicates?
Ask it to compare the supplied account or location identifiers and report matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Dynamics365. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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