Move concrete sales pursuits into your pipeline
When a prospect discusses a specific purchase or project in Chatforma, Notis can create a Dynamics365 opportunity for your pipeline.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
A warm, specific buying conversation can vanish among general chatbot questions and broadcasts.
- Gives concrete buying discussions a pipeline home.
- Reduces the delay between chat interest and sales tracking.
- Keeps early opportunity context available for review.
Setup
Build it in a few focused steps.
- 1Connect Chatforma and Dynamics365 to Notis once in the portal.
- 2Open Automations -> New Automation, or ask Notis to create the automation in plain language.
- 3In one instruction, describe when a chat represents a real sales pursuit and ask Notis to create a Dynamics365 opportunity.
- 4Select incoming webhook as the trigger and choose a channel for run reports.
- 5Test using one sales-ready chat and confirm the opportunity in Dynamics365.
Questions about this workflow
When should I use an opportunity instead of a lead?
Use this when the conversation already describes a specific potential sale; use lead capture for earlier interest.
Can Notis wait for a real buying signal?
Describe the signal in the instruction, then test against a conversation that clearly meets it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chatforma to Dynamics365. A trigger fires from one place; an action lands in another.
Chatforma triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Chatforma and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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