Keep a Dynamics opportunity current with deal updates
Bring a meaningful deal update into the opportunity your team already uses to manage sales work.
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
Opportunity context can go stale when the latest deal information stays in a separate relationship tracker.
- Update a specified opportunity with supplied new information.
- Keep CRM context aligned with a deliberate deal handoff.
- Reduce re-entry and stale notes.
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 update the specified Dynamics opportunity using only the relevant new details supplied with the Affinity deal handoff.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real update and verify the intended opportunity changed.
Questions about this workflow
Can this find the opportunity from an Affinity deal name?
The context does not specify a lookup step for opportunities. Supply an identifier or clear matching context and have Notis report ambiguity.
Will it overwrite existing information?
The action updates an existing opportunity. Specify which supplied details should change and review the result during testing.
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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