Move qualified inquiries into Dynamics opportunities
Put your qualification rules in one instruction and let Notis turn matching inquiries into opportunities.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Opportunity
Create a new opportunity.
Why this helps
Promising inquiries can get lost when qualification and CRM entry happen in separate manual steps.
- Apply your stated qualification criteria consistently.
- Reduce manual CRM entry for promising inquiries.
- Keep the inquiry context close to the opportunity.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Dynamics365 once in the Notis portal.
- 2Create a new automation and name it for opportunity intake.
- 3Tell Notis to process the inquiry text with Abstract, apply the qualification criteria you provide, and create a Dynamics opportunity for a match.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one inquiry that meets your criteria.
Questions about this workflow
Does Notis know our qualification criteria?
Add your criteria to the instruction. The workflow cannot infer rules or baselines you have not supplied.
What happens to an inquiry that does not qualify?
Tell Notis to skip opportunity creation and report why the inquiry did not match your criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Dynamics365. A trigger fires from one place; an action lands in another.
Abstract 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
Create Account
Create a new account record.
Create Email Activity
Create Case
Create a new case.
Create Product
Create Contact
Create a new contact.
Create Product Price List Item
Connect any two apps with Notis in the middle.
Abstract and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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