Create Dynamics opportunities from parsed documents
Capture a qualified opportunity while the document context is still available.
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
Potential sales opportunities in documents are easy to overlook during busy workdays.
- Turn qualifying document signals into CRM pipeline records.
- Apply your stated qualification criteria consistently.
- Keep the source context available for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dynamics 365 once in the Notis portal.
- 2Create an automation and provide the criteria for treating a document as a sales opportunity.
- 3Choose a webhook trigger that receives the parsed document and any necessary account context.
- 4Choose where Notis run reports should go.
- 5Test with one real qualifying document and verify the opportunity.
Questions about this workflow
Can the workflow decide the opportunity value?
Only when the value is supplied or your instruction defines a supported basis using available data.
What if the document does not identify an account?
Provide the account context or instruct Notis to report the missing link rather than guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Dynamics365. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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