Create Dynamics365 opportunities from deal brief webhooks
Give every approved deal brief a direct path into your pipeline.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Deal briefs often need manual cleanup before they become pipeline records.
- Shortens deal intake
- Standardizes opportunity creation
- Preserves source context
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Dynamics365 in Notis.
- 2Create the automation and describe the opportunity outcome in one instruction.
- 3Choose a Notis webhook trigger and connect your deal brief sender.
- 4Pick where run reports should go.
- 5Send one real brief and verify the opportunity.
Questions about this workflow
Can the brief come from a slide export tool?
Yes. Any authorized sender that can call the webhook can submit the brief.
What if the brief is not approved?
Tell Notis to report or ignore unapproved briefs until the approval condition is present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Dynamics365. A trigger fires from one place; an action lands in another.
Google Slides 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 Slide Added
Fires when a new slide is added to a Google Slides presentation.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
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.
Google Slides and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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