Connect delivery estimates to opportunity planning
Let updated effort estimates inform the deal record automatically.
Trigger
Task Time Estimate Updated
Triggers when a task's time estimate is set, changed, or cleared. `changes[]` carries `TimeEstimateChange` entries only; `before` and `after` are millisecond strings or `null`.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Sales plans ignore new effort information discovered during delivery work.
- Improve deal planning
- Surface effort changes early
- Reduce manual status updates
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Dynamics365 in Notis once.
- 2Create an automation explaining how estimate changes should update the related opportunity planning notes or fields.
- 3Pick the Clickup Task Time Estimate Updated trigger.
- 4Choose a report channel.
- 5Test with one estimate change.
Questions about this workflow
Can cleared estimates be handled?
Yes. Tell Notis whether to clear the planning value or flag the opportunity.
Will Notis calculate forecasts?
Only if you provide the calculation rule and the needed inputs in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Dynamics365. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Folder Deleted
Triggers when a Folder is deleted.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
List Created
Triggers when a new List is created.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
List Deleted
Triggers when a List is deleted.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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