Turn qualified prospect reviews into opportunities
Let a recurring review move clearly qualified prospects into the pipeline while leaving the decision criteria in your hands.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Opportunity
Create a new opportunity.
Why this helps
Qualified prospects can linger in research because there is no easy moment to convert them into opportunities.
- Apply a consistent review cadence.
- Create opportunities for matches to your stated criteria.
- Keep qualified prospects moving into pipeline 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.
- 3Describe your qualification criteria and ask Notis to create opportunities for matching accessible prospects.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real qualified example and check the opportunity.
Questions about this workflow
Does Notis decide what qualified means?
You provide the qualification criteria. Notis can apply them to available prospect context.
What if opportunity details are missing?
Include the details needed by your Dynamics process or specify how to handle unknown information.
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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