Give recurring pipeline milestones a reliable start
If a recurring business development milestone should open a tracked opportunity, Notis can create it on schedule and report back.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Repeated pipeline setup can become one more admin task that gets delayed when the founder is switching between priorities.
- Creates a consistent record for a repeatable milestone.
- Reduces manual setup for recurring business development work.
- Keeps pipeline administration on a defined cadence.
Setup
Build it in a few focused steps.
- 1Connect Chatforma and Dynamics365 to Notis once through the portal.
- 2Create an automation from the portal or ask Notis to set it up.
- 3Use one instruction to describe the recurring milestone and when Notis should create a Dynamics365 opportunity.
- 4Select a recurring schedule and choose the run-report channel.
- 5Test one milestone instance and verify the opportunity created.
Questions about this workflow
Is this for every new chatbot prospect?
No. This scheduled workflow fits recurring milestones; use a webhook workflow for individual chat events.
How do I prevent duplicate opportunities?
Describe the cadence and conditions carefully, and verify how one test run behaves before enabling repeated runs.
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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