Update Dynamics opportunities from deal reviews
Your latest deal notes can become a current opportunity record automatically.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Deal updates written in another tool often never reach the CRM.
- Keep pipeline current
- Reduce duplicate updates
- Preserve review context
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Dynamics365 in Notis.
- 2Create the automation and name it.
- 3Describe how webhook deal reviews should update the matching Dynamics365 opportunity.
- 4Choose a Notis webhook trigger.
- 5Select a report channel and test with one real review.
Questions about this workflow
Can the webhook include a deal identifier?
Yes. Include the identifier in the request so Notis can locate the opportunity.
What if the review has no matching opportunity?
Ask Notis to report unmatched reviews for follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Dynamics365. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
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Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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