Move a ready Affinity deal into Dynamics
Give a deal that is ready for pipeline management a clear home in Dynamics.
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
When a deal reaches a meaningful stage in Affinity, copying its context into the CRM can be delayed or forgotten.
- Create a CRM opportunity from a submitted deal summary.
- Keep the handoff tied to a specific readiness decision.
- Reduce time spent switching between deal tracking and CRM.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dynamics once in Notis.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3In one instruction, ask Notis to assess the submitted deal and create a Dynamics opportunity when it meets your stated readiness criteria.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal and review the Dynamics opportunity.
Questions about this workflow
Can this detect an Affinity stage change directly?
No Affinity trigger events are listed. Start it with an HTTP request that supplies the deal information or signals that it is ready.
What if the request does not include enough information?
Tell Notis to report missing details rather than guess. Any required opportunity context not supplied must be provided by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dynamics365. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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