Keep opportunities current with Gmail deal updates
Let a meaningful deal update make its way into the opportunity record where the team can find it.
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
Important changes to customer needs or timing can stay in email while the CRM record goes stale.
- Reduce repetitive CRM maintenance after deal conversations.
- Keep a concise summary of new customer context with the opportunity.
- Make pipeline reviews more useful with recent information.
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 relevant deal updates, find the matching existing opportunity, and update it with new information from the email.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real deal update and verify Notis matched the right opportunity.
Questions about this workflow
Does this create an opportunity if no match exists?
This workflow uses Update Opportunity. It is intended for existing records; describe how to handle unmatched messages in the instruction and review run reports.
Can it change a close date or value?
Ask it to update those only when the email explicitly provides the new value. Otherwise, keep the update to a summary of the conversation.
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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