Refresh opportunity health from 7shifts
Give every opportunity a current operational read before your pipeline meeting.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Pipeline reviews rely on outdated assumptions when operational health is not revisited.
- Improve forecast conversations
- Spot risk earlier
- Keep next steps evidence based
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dynamics365 once.
- 2Create an automation named Opportunity health refresh.
- 3Describe how Notis should update opportunities using the 7shifts indicators supplied at run time.
- 4Choose notis_cron and set the recurring schedule.
- 5Select a report channel and test with one opportunity.
Questions about this workflow
Can it update only risk fields?
Yes. Tell Notis to change only the fields or notes your process supports.
What if no new signal exists?
Ask Notis to leave the opportunity unchanged and mention that no new evidence was supplied.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.