Update a Dynamics opportunity from a proposal revision
Keep the CRM opportunity aligned when a proposal revision changes the deal context.
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
A revised proposal can leave CRM details out of date until someone remembers to update the opportunity.
- Reflect proposal changes supplied in the request
- Reduce follow-up CRM cleanup after a revision
- Keep the update tied to the intended opportunity
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 which supplied changes to apply and how the request identifies the opportunity.
- 4Choose the webhook trigger and a run report destination.
- 5Send one real revision handoff and inspect the opportunity update.
Questions about this workflow
Can this decide whether a proposal revision changes deal value?
Only when the request supplies the new value and your instruction says how to use it. Missing values must not be inferred.
What if the target opportunity is unclear?
Include a reliable identifier in the request. An ambiguous record should not be updated.
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.
ActiveMerge and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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