Turn confirmed deal conversations into Dynamics 365 opportunities
Keep active deal context close to your sales pipeline, without manually rebuilding it from email.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Deal details and next steps get scattered across threads, making it harder to keep the pipeline current.
- Capture a confirmed deal conversation as an opportunity.
- Summarize the buyer's needs and decision context.
- Keep the next step visible alongside the opportunity.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Dynamics 365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to create an opportunity only for a clearly qualified deal and include the buyer's needs and next step.
- 4Choose Agent mail's New Email Received trigger and a channel for run reports.
- 5Test with one real deal email and review the opportunity.
Questions about this workflow
How do I avoid creating opportunities for casual inquiries?
Describe what qualifies as an active deal in your instruction, such as a confirmed project or a request for a proposal.
Can Notis include a deal amount?
Ask it to include an amount only when the email states one. If the amount is missing, Notis should leave it unspecified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Dynamics365. A trigger fires from one place; an action lands in another.
Agent mail triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Agent mail and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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