Turn prospecting tasks into actionable Dynamics leads
Every promising task becomes a trackable CRM opportunity.
Trigger
New Task Created
Triggers when a new task (action item) is created in Confluence.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Sales tasks sit in project documentation while the CRM stays out of date.
- Catch leads hidden in action items
- Include task owners and deadlines
- Create consistent CRM records
Setup
Build it in a few focused steps.
- 1Connect Confluence and Dynamics365 in Notis once.
- 2Create an automation named Confluence Task to Dynamics Lead.
- 3Tell Notis to inspect each new task and create a lead when it represents prospect outreach or qualification.
- 4Pick the New Task Created trigger.
- 5Choose a report channel and test with one real task.
Questions about this workflow
Can it ignore internal tasks?
Yes. Tell Notis to skip tasks that do not reference an external prospect or buying signal.
What if the task lacks contact details?
Notis can create the lead with available context and flag missing details in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Dynamics365. A trigger fires from one place; an action lands in another.
Confluence 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.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
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.
Confluence and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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