Create opportunities from parsed sales documents
Give promising sales interest a place in your pipeline without another manual handoff.
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
Deal signals in forms and documents can be easy to miss when they are not recorded alongside active opportunities.
- Create an opportunity from a submitted parsed sales record.
- Include available deal context to support pipeline review.
- Reduce the delay between capturing interest and tracking it.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Dynamics 365 once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3Ask Notis in one instruction to create a Dynamics opportunity when a submitted parsed sales record describes a concrete deal, and summarize its context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real parsed sales record and review the opportunity.
Questions about this workflow
What counts as a concrete deal?
Describe your qualification criteria in the instruction. Notis can only assess signals included in the parsed data or request.
Can this workflow estimate deal value?
Only when the value is provided or can be reliably derived from supplied information. Otherwise, ask Notis to leave it out of its summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Dynamics365. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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