Move campaign signals into qualified opportunities
Create opportunities from campaign evidence only when it meets the criteria your sales process actually uses.
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
Turning every strong campaign response into an opportunity can clutter the pipeline, while manual qualification is easy to postpone.
- Use business-defined criteria before creating an opportunity.
- Reduce low-quality pipeline entries from raw campaign engagement.
- Keep the decision trail connected to campaign context where supplied.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for opportunity qualification.
- 3Tell Notis in one instruction what supplied AimTell data and business criteria justify creating an opportunity, including the account or contact identification rule.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real case and verify that an opportunity is created only when the criteria are met.
Questions about this workflow
Will a campaign click automatically become an opportunity?
No. Define a stronger qualification rule that reflects your sales process. The workflow uses only the data and criteria provided.
Can the workflow associate the opportunity with the right account?
Provide an account or contact reference, or a reliable identification rule with the input. It should not guess when the relationship is unclear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Dynamics365. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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