Promote clear commercial intent into Dynamics opportunities
Keep your pipeline grounded in real buying evidence from customer activity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Opportunity
Create a new opportunity.
Why this helps
Useful engagement signals may be visible, but no one has time to decide which deserve a pipeline record.
- Keep pipeline entries tied to evidence
- Avoid treating activity alone as buying intent
- Review engagement in a predictable batch
Setup
Build it in a few focused steps.
- 1Connect Ably and Dynamics365 once in the Notis portal.
- 2Create an automation for engagement qualification.
- 3Tell Notis to review the available engagement summaries and create an opportunity only when supplied evidence shows explicit commercial intent, preserving the evidence and omitting unknown deal details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real engagement sample and review the opportunity.
Questions about this workflow
Does high engagement always create an opportunity?
No. Engagement alone is not enough; the instruction should require explicit commercial intent in the supplied evidence.
Will Notis fill in an estimated budget?
No. Budget and other deal details should be included only when the source provides them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Dynamics365. A trigger fires from one place; an action lands in another.
Ably triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
Ably and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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