Turn confirmed buying intent into an opportunity
Give strong, clearly defined buying signals a place in the pipeline without promoting every campaign interaction.
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
When a prospect signals interest, the sales opportunity can be delayed or lost; treating every response as qualified can also distort the pipeline.
- Create an opportunity only for events that meet your stated criteria.
- Preserve the supplied signal context for sales review.
- Reduce both missed intent and low-quality pipeline entries.
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 buying-intent opportunity capture.
- 3Tell Notis in one instruction what incoming signals qualify and how to identify the associated account or contact.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real qualifying event and verify the opportunity relationship and details.
Questions about this workflow
Does any AimTell campaign response count as buying intent?
No. Define the qualifying signals explicitly, and make sure the webhook payload contains evidence for applying the rule.
What if the related CRM record is ambiguous?
Supply a reliable account or contact reference. The workflow should not create an opportunity against a guessed record.
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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