Turn demo requests into opportunities
Make every serious demo request visible to sales.
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
Demo requests can sit in scheduling or marketing tools without entering the pipeline.
- Capture demo intent quickly
- Reduce pipeline gaps
- Keep request context
Setup
Build it in a few focused steps.
- 1Connect Dynamics365 in Notis.
- 2Create an automation named Demo request opportunity.
- 3Tell Notis to create an opportunity from each qualified demo request and include the stated use case and timing.
- 4Choose a webhook trigger and connect the sending service.
- 5Choose a report channel and test with one real request.
Questions about this workflow
What makes a request qualified?
Define your required signals, such as a business use case, timeline, or company information.
Can it skip unqualified requests?
Yes. Tell Notis to report or ignore payloads that do not meet your criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Dynamics365. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Timelinesai and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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