Make monthly pipeline review easier to prepare
Before your monthly pipeline review, let Notis apply a defined update to a priority opportunity and report what it did.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Pipeline preparation often expands into a distracting round of record cleanup just before the review begins.
- Makes a defined update part of the review cadence.
- Reduces the amount of last-minute pipeline preparation.
- Helps keep priority deal records ready for discussion.
Setup
Build it in a few focused steps.
- 1Connect Chatforma and Dynamics365 to Notis once through the portal.
- 2Create the automation in the portal or ask Notis to make it conversationally.
- 3Write one instruction identifying the priority opportunity and the exact update Notis should apply before the monthly review.
- 4Select a monthly recurring trigger and a channel for run reports.
- 5Test one run and confirm the opportunity shows the intended update.
Questions about this workflow
Can this summarize every opportunity?
This workflow updates one selected opportunity using the available update action; use the get-all-leads action for lead review.
What if the update is no longer relevant?
Keep the instruction tied to the current review rule and inspect each run report.
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
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.