Reflect deal milestones in Dynamics 365
Let Notis update the related opportunity when a Linear issue captures a sales milestone, blocker, or changed outlook.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Deal progress is often discussed in delivery work before anyone remembers to refresh the opportunity record.
- Keep opportunity context close to the latest delivery or sales signal.
- Make handoffs easier with a current CRM record.
- Spend less time reconstructing deal progress.
Setup
Build it in a few focused steps.
- 1Connect Linear and Dynamics 365 to Notis once through the portal.
- 2Ask Notis in plain language to update the related opportunity when an issue records a material deal milestone or changed outlook.
- 3Choose the Linear Issue Updated trigger and select a channel for run reports.
- 4Test with one real milestone update and confirm the correct opportunity reflects it.
Questions about this workflow
Will routine issue edits update opportunities?
Your prompt can limit updates to meaningful sales milestones, blockers, or changes in deal outlook.
Can this create a new opportunity?
This workflow updates an existing opportunity. Use a separate automation with the Create Opportunity action if creation is the intended outcome.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Dynamics365. A trigger fires from one place; an action lands in another.
Linear 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.
Comment Received Trigger
Triggered when a comment is received.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Issue Created Trigger
Triggered when a new issue is created.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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