Turn qualified creative campaign activity into opportunities
Make the next sales step easier to spot. Notis can review campaign activity you provide on a schedule and open Dynamics opportunities when it meets your criteria.
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
When campaign activity sits apart from sales planning, it is easy to miss prospects who are ready for a conversation.
- Create opportunities from activity that meets your own qualification rules.
- Keep campaign context available while reviewing the pipeline.
- Avoid relying on memory to revisit campaign prospects.
Setup
Build it in a few focused steps.
- 1Connect Abyssale and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Tell Notis what campaign activity to review, which prospects qualify, and what context to include when creating an opportunity.
- 4Choose a recurring schedule as the trigger.
- 5Choose a report channel, then test with one real set of campaign activity.
Questions about this workflow
Does Notis automatically read Abyssale campaign activity?
This setup uses a Notis schedule, not an Abyssale trigger. Make the campaign activity available to Notis through the sources or data you provide for the run.
How does Notis know which prospects qualify?
State your qualification criteria in the instruction. Any information needed to apply them must be available to Notis.
Will every campaign interaction become an opportunity?
No. The instruction should specify which activity and prospects qualify; Notis creates opportunities based on that rule and available information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abyssale to Dynamics365. A trigger fires from one place; an action lands in another.
Abyssale 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.
Abyssale and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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