Keep Dynamics opportunities current with project progress
Bring the latest confirmed project context into the opportunity record without a manual CRM catch-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Opportunity
Update an existing opportunity.
Why this helps
Sales records can lag behind project progress when updates are shared in content workflows instead of the CRM.
- Keep opportunity context closer to current project progress.
- Reduce manual CRM updates after project discussions.
- Make changes visible where sales work is tracked.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the update outcome to Notis.
- 3Ask Notis to update the identified Dynamics opportunity only with confirmed progress details supplied in the request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real opportunity reference and confirmed update.
Questions about this workflow
Can the workflow infer an opportunity's progress?
It should use progress explicitly supplied by the request or available connected data, not infer an unsupported status.
What if the opportunity cannot be identified?
The automation should report that it needs a clear opportunity reference rather than update a guessed record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Dynamics365. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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