Create Dynamics opportunities from Agile CRM deal handoffs
Turn a ready deal handoff into an opportunity record that can move through your sales process.
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
A deal can be ready for tracking before anyone has time to create its Dynamics opportunity record.
- Create opportunity records from handoff details
- Reduce manual setup after deal qualification
- Keep deal context close to the new record
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to create a Dynamics opportunity for each deal handoff received by the webhook using only supplied deal information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real deal handoff and review the opportunity details.
Questions about this workflow
Does the workflow decide when a deal is ready?
No. The handoff request should represent a deal ready for opportunity creation, or include a clear readiness signal.
What if expected values are missing?
Do not guess. Ask Notis to leave unavailable values unspecified and mention missing information in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dynamics365. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM 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.