Keep deal records aligned with what prospects say
When a Chatforma discussion changes the shape of a deal, Notis can update the matching Dynamics365 opportunity with the new context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
A pipeline record can lag behind the conversation that changed the prospect's timeline, needs, or direction.
- Keeps active deals closer to the latest conversation.
- Reduces mental bookkeeping about which CRM records need attention.
- Makes important shifts visible in the pipeline.
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 conversationally.
- 3Write one prompt asking Notis to update a matching opportunity when the chat materially changes deal context.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one conversation about an existing deal and review its opportunity record.
Questions about this workflow
Will this change opportunity values automatically?
Only describe changes you want Notis to make in the instruction; test carefully with a real example before relying on it.
Can the automation ignore routine conversation?
Yes. State what counts as a material deal change in your prompt.
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.