Move qualified campaign interest into an opportunity
When a response is ready for sales review, capture it as an opportunity with the context your team needs to take over.
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
Qualified interest can stall when someone must translate a campaign response into a separate sales record by hand.
- Create an opportunity from submitted sales context.
- Keep the campaign handoff in one automation instruction.
- Reduce the gap between marketing interest and sales ownership.
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Dynamics opportunity from the qualified interest details in the incoming request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real qualified interest example and supplied opportunity details.
Questions about this workflow
Does the workflow decide whether interest is qualified?
The webhook starts the workflow, and the request should contain the qualification outcome or enough context for your instruction. No Adrapid trigger event is listed.
What if important opportunity details are missing?
Provide the necessary details in the webhook request. Notis should not assume values that are not present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Dynamics365. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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