Turn qualified deals into Dynamics opportunities
Send Notis the deal details and qualification context. It creates a Dynamics 365 opportunity to carry the work into your sales pipeline.
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
Qualified deals can lose momentum when turning a handoff into a CRM opportunity is another manual step.
- Create an opportunity from supplied deal details.
- Carry qualification context into the sales pipeline record.
- Cut manual CRM entry during sales handoff.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Dynamics365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis what deal outcome you want.
- 3In one instruction, ask Notis to create a Dynamics 365 opportunity from supplied deal and qualification details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real qualified deal and verify the opportunity.
Questions about this workflow
Can Notis qualify the deal?
It can use qualification information included in the request. The workflow should not invent a qualification status or criteria.
Can it associate the opportunity with an account?
Supply a valid reference and use only relationships supported by the action. Verify the result in Dynamics 365.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Dynamics365. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.