Carry confirmed Agile CRM deal changes into Dynamics
Keep opportunity records aligned with the latest deal review details you have confirmed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Opportunity
Update an existing opportunity.
Why this helps
Deal changes discussed or recorded in one workspace may not reach the Dynamics opportunity record.
- Reduce stale opportunity details
- Apply only confirmed changes
- Make review outcomes easier to carry through
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 review available Agile CRM deal changes and update only matching Dynamics opportunities with confirmed supplied details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one opportunity whose review changes are confirmed.
Questions about this workflow
Can Notis infer a new close date or amount?
No. The workflow should apply only dates and values present in the available information or explicitly supplied.
What if an opportunity cannot be matched?
Have Notis report it for review and skip the update.
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
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