Create a Dynamics opportunity from deal progress notes
Keep important deal movement visible across your systems.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Progress signals can stay buried in notes instead of becoming pipeline work.
- Makes progress actionable
- Keeps pipeline context aligned
- Reduces missed expansion signals
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Dynamics365 in Notis once.
- 2Create an automation for opportunity signals.
- 3Tell Notis to create a Dynamics opportunity when a new note records meaningful progress or expansion potential.
- 4Pick the New Note Received trigger and choose a report channel.
- 5Test with one real note.
Questions about this workflow
Can it ignore routine notes?
Yes. State which progress signals should qualify in your instruction.
Can the opportunity include the note summary?
Yes. Ask Notis to include a concise summary with the created record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Dynamics365. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.