Turn sales signals into Dynamics 365 opportunities
Give Notis a company and a public signal to research, then review the opportunity it prepares.
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
Promising buying signals are easy to forget when they live in research notes instead of the sales pipeline.
- Keep evidence close to a new pipeline record.
- Make follow-up easier to prioritize.
- Avoid inventing deal values or dates when research does not provide them.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dynamics 365 once in the Notis portal.
- 2Create an automation for sales signal review.
- 3Tell Notis to inspect the supplied signal with AgentQL and create a Dynamics 365 opportunity using only provided or verified details.
- 4Pick the Notis webhook trigger and select where run reports go.
- 5Test with one real sales signal and review the opportunity before relying on it.
Questions about this workflow
Will it estimate deal value?
Only include a value when you supply it or the source provides a clear, supported figure. Otherwise leave it unspecified.
What can I send as a signal?
A company website or public page and a short description of what caught your attention are useful starting points.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Dynamics365. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.