Turn Qualified Affiliate Referrals into Opportunities
Move a partner-referred deal into the opportunity pipeline with the context your team needs to act.
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
Sales teams can lose time rebuilding the story behind a partner deal when referral information is not carried into the opportunity.
- Create opportunity records for referrals that meet your criteria.
- Include the supplied partner and referral details in the deal context.
- Make qualified partner deals visible in the sales pipeline.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Dynamics 365 once in the Notis portal.
- 2Create a Notis automation and describe the criteria for opening an opportunity.
- 3Choose the Notis webhook trigger and send qualifying referral details to its endpoint.
- 4Choose a run report destination and test with one real, qualified referral.
Questions about this workflow
Should every referral become an opportunity?
No. Define your qualification criteria in the instruction and include the information needed to assess each referral.
Can this also create a lead?
This workflow creates an opportunity. Choose the lead action in a separate workflow if your process requires lead qualification first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Dynamics365. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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