Keep opportunity records current with buying signals
Carry a buyer's stated priorities and next steps into the opportunity record your team reviews.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Buying signals can be easy to overlook when they arrive as one more message in a crowded inbox.
- Keep stated buyer priorities visible in the CRM.
- Reduce manual review and CRM updating after prospect replies.
- Support clearer next-step discussions during pipeline review.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Dynamics 365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to create one.
- 3In one instruction, ask Notis to identify explicit buying signals, match the existing opportunity, and update it with the stated signal and next step.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real buyer email and verify that the opportunity reflects only stated information.
Questions about this workflow
What counts as a buying signal?
Define the signals you care about in the instruction, such as a stated need, timeline, or request for next steps.
Can it update opportunity probability?
Only use that field if you provide a clear rule and the required data. The email alone may not provide a reliable probability.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Dynamics365. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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