Create a Dynamics365 opportunity from a new OneDrive proposal version
A new proposal version is a useful sales signal. Turn it into a visible Dynamics365 opportunity without interrupting your workflow.
Trigger
New Version Created
Trigger that fires when a new version of a specified OneDrive file is created.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Proposal progress is visible in OneDrive but not reflected in the sales pipeline.
- Convert proposal activity into pipeline visibility
- Reduce delayed opportunity creation
- Keep proposal work connected to sales
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Dynamics365 once in the Notis portal.
- 2Create an automation that creates an opportunity for a qualified new proposal version.
- 3Pick the New Version Created trigger.
- 4Choose where reports go and test with one real proposal version.
Questions about this workflow
Does every version create an opportunity?
Tell Notis what qualifies as a sales motion so routine edits can be reviewed or skipped.
What if the opportunity already exists?
Ask Notis to check the available context and report a possible duplicate before creating another record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Dynamics365. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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