Turn qualified content projects into Dynamics opportunities
Make promising commercial conversations visible in the sales pipeline while the project context is fresh.
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
Potential sales opportunities raised during content projects can be forgotten before anyone records them in the pipeline.
- Capture qualified opportunities while context is fresh.
- Reduce manual pipeline entry after project conversations.
- Keep the supplied project context with the opportunity.
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 sales handoff to Notis.
- 3Ask Notis to create a Dynamics opportunity only when the request identifies a qualified opportunity, using supplied details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real qualified opportunity example.
Questions about this workflow
Will this qualify leads automatically?
The workflow relies on the qualification signal and details supplied to Notis. Define that signal in the instruction or request.
Does this create an Agility CMS entry?
No. It creates a Dynamics opportunity.
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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