Turn clear expansion signals into Dynamics opportunities
Give potential expansions a place in the pipeline when project context points to a concrete opportunity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Opportunity
Create a new opportunity.
Why this helps
Expansion signals in project conversations can be easy to miss when nobody turns them into a trackable sales opportunity.
- Surface explicit expansion interest for sales review.
- Create opportunities only when available context supports them.
- Keep project context close to the sales pipeline.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review Agiled project and client information for explicit expansion interest, create a Dynamics opportunity only when supported, and report uncertain cases.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real project example and check the opportunity details.
Questions about this workflow
Will Notis infer revenue or close dates?
Only if those details are supplied or available in the connected records. Ask Notis to leave unknown values unfilled and report what is missing.
What qualifies as an expansion signal?
Define it in the automation instruction, such as an explicit request for added work. Notis should not treat ordinary project activity as buying intent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Dynamics365. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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