Keep the opportunity current when a proposal is sent
Reflect a key sales milestone in the opportunity record as soon as the proposal email is sent.
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
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
The CRM can miss a critical sales milestone when proposals are tracked only in sent mail.
- Record proposal activity alongside the opportunity.
- Make pipeline reviews clearer about where a deal stands.
- Reduce manual CRM updates after sending important sales emails.
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 proposal emails, match the existing opportunity, and add the sent proposal context to its record.
- 4Pick the Email Sent trigger and choose where run reports should go.
- 5Test with one proposal email tied to a known opportunity and verify the match.
Questions about this workflow
Does it create a new opportunity if there is no match?
This workflow uses Update Opportunity. Ask Notis to report an uncertain or missing match for review.
Can it update the amount from the proposal?
Only ask for an amount update when the amount is explicitly stated and you intend that figure to be the opportunity value.
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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