Bring new prospect intelligence into an opportunity
Keep active opportunities current when new research changes what you know about a company or contact.
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
New prospect information can sit outside the pipeline while the team continues working from stale context.
- Keep active opportunity context current.
- Reduce manual CRM upkeep after research.
- Help the team work from the latest supplied details.
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 update the identified Dynamics opportunity using only the supplied new research and named changes.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real opportunity and a specific update request.
Questions about this workflow
Can it update any opportunity field?
The action updates an existing opportunity. State the intended changes and provide the relevant record context.
Will it invent missing sales details?
No. Supply the new details you want applied.
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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