Keep opportunity records aligned with sales changes
Send Notis the opportunity reference and the change to record. It updates that Dynamics 365 opportunity using the supplied information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Opportunity
Update an existing opportunity.
Why this helps
Opportunity records fall out of date when changes discussed in a call or message never make it into the CRM.
- Record a supplied sales change on the specified opportunity.
- Reduce manual updates after sales conversations.
- Keep the CRM aligned with changes your team provides.
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 opportunity update you need.
- 3In one instruction, ask Notis to update a specified Dynamics 365 opportunity using the supplied sales change.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real opportunity and verify the update.
Questions about this workflow
Can Notis infer the change from a conversation?
Only if the conversation or its summary is included in the request and the instruction clearly identifies what to update.
What if the opportunity identifier is missing?
Provide a reliable record reference before asking Notis to update it. The action updates an existing opportunity.
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.
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Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
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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
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