Keep project-linked opportunities up to date
Bring new project details into the existing opportunity so sales has the latest context in one place.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Opportunity
Update an existing opportunity.
Why this helps
Sales follow-up can rely on outdated assumptions when project changes do not reach the opportunity record.
- Keep opportunity context current
- Reduce context switching
- Support more informed follow-up
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to update the existing Dynamics 365 opportunity identified in each webhook request with supplied project changes.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real project update and an existing opportunity.
Questions about this workflow
Can this create an opportunity if one does not exist?
No. This workflow updates an existing opportunity. Use a separate creation workflow when a new opportunity is needed.
What identifies the opportunity?
The webhook request needs to provide an identifier or supported reference that lets the action target the existing record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Dynamics365. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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