Move a qualified prospect into opportunities
When a prospect is ready for a real sales conversation, capture the opportunity with the context you have.
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 qualified prospect can get stuck between research and pipeline tracking if opening an opportunity takes extra admin.
- Capture qualified sales potential in the pipeline.
- Keep supplied context with the opportunity.
- Reduce delay between qualification and tracking.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Ask Notis to create a Dynamics opportunity only when the request states the prospect is qualified, using supplied context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real qualified prospect example.
Questions about this workflow
Will this qualify prospects for me?
The workflow follows qualification criteria you describe and the information in the request. Include the signals you want Notis to consider.
What if the sales value is unknown?
Provide a value if you have one, or instruct Notis how to handle an unknown value.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dynamics365. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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