Track sent proposals as Dynamics 365 opportunities
Turn a meaningful proposal sent from Gmail into a visible opportunity for the next sales step.
Trigger
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.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
After sending a proposal, the deal can disappear into the sent folder without a clear pipeline record.
- Capture sent proposal activity in the sales pipeline.
- Make follow-up easier to spot after an email leaves the outbox.
- Keep a concise proposal summary with the opportunity record.
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 recognize sent proposal emails and create a Dynamics 365 opportunity with a concise summary and relevant recipient context.
- 4Pick the Email Sent trigger and choose where run reports should go.
- 5Test by sending one real proposal email and reviewing the created opportunity.
Questions about this workflow
Will every sent email create an opportunity?
Describe what qualifies as a proposal in your instruction. Notis can assess sent messages before creating a record.
Can it set a deal amount or close date?
Only provide values when they are present in the email or supplied by you. Do not assume amounts or dates that are not available.
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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