Connect meaningful pull request changes to an opportunity update
When a pull request reflects work tied to a known deal, ask Notis to update that opportunity with the change your team needs to track.
Trigger
Pull Request State / Properties Changed
Triggers when a specific GitHub pull request changes any of these tracked properties: state (open/closed), title, body, draft status, lock status, merge status, assignees, labels, requested reviewers, or milestone. The payload includes the full current PR details, the list of changed field names, and their previous values.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Product progress tied to a deal can be hard to keep visible in sales records when updates require manual cross-checking.
- Keep a relevant opportunity current when linked engineering work changes.
- Summarize the pull request update in sales context.
- Reduce manual handoffs between repository and CRM follow-up.
Setup
Build it in a few focused steps.
- 1Connect GitHub and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Ask Notis to update the related Dynamics 365 opportunity when a tracked pull request changes, and supply a reliable opportunity reference and the business rule for the update.
- 4Pick GitHub’s Pull Request State / Properties Changed trigger and choose where run reports should go.
- 5Test with a real pull request tied to a known opportunity and confirm the update is accurate.
Questions about this workflow
Does a pull request automatically identify a Dynamics opportunity?
No. The GitHub event does not guarantee an opportunity reference. Supply a reliable association and define the business update in your instruction.
Will every pull request change update an opportunity?
You can instruct Notis to act only for pull requests relevant to a known opportunity. The event monitors tracked pull request properties.
What can Dynamics update?
The action updates an existing opportunity. Specify the information to update and ensure Notis has the opportunity identifier and relevant context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link GitHub to Dynamics365. A trigger fires from one place; an action lands in another.
GitHub 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 Workflow Artifact Created
Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Branch Changed
Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Branch Created
Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Check Run Status / Conclusion Changed
Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Check Suite Status / Conclusion Changed
Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
New Code Scanning Alert Created
Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.
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.
GitHub and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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