Create a Dynamics opportunity from a proposal handoff
Carry a proposal into the sales pipeline while its context is fresh.
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
A proposal can be ready while the corresponding sales opportunity still waits for manual CRM entry.
- Capture proposal handoffs in the sales pipeline
- Reduce switching between document and CRM work
- Use only deal details included in the request
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create an opportunity from the deal details supplied with the proposal handoff.
- 4Pick the webhook trigger and choose a run report destination.
- 5Send one real proposal handoff and check the opportunity.
Questions about this workflow
Is a proposal-created event available from ActiveMerge?
No trigger events are listed for ActiveMerge. This workflow starts from a Notis webhook request.
What if the request does not include a deal amount or close date?
Notis cannot rely on missing values. Include needed details or instruct it to create the opportunity only with supplied information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Dynamics365. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
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Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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