Turn WhatsApp buying signals into opportunities
Move real conversations into your pipeline before momentum fades.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Active deals stay informal in chat and never become visible pipeline.
- Make active deals visible
- Retain customer language
- Speed up opportunity creation
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Dynamics365 in Notis.
- 2Create an automation named WhatsApp opportunity capture.
- 3Tell Notis to create an opportunity when a message indicates a serious active deal and summarize the use case and next step.
- 4Pick New WhatsApp Message Received as the trigger and choose a report channel.
- 5Test with a conversation containing a concrete purchase discussion.
Questions about this workflow
How does Notis judge an active deal?
Provide your own criteria, such as budget, timing, proposal requests, or a scheduled next step.
Can it estimate deal value?
Only if the conversation states a value. Otherwise ask it to leave value unset.
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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