Update opportunity progress from WhatsApp
Turn deal conversations into clear pipeline movement.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Sales opportunities look unchanged even after important customer replies.
- Reflect real deal movement
- Record objections promptly
- Make next actions explicit
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Dynamics365 in Notis.
- 2Create an automation named WhatsApp opportunity progress.
- 3Tell Notis to update the matching opportunity with confirmed milestones, objections, and next action from the message.
- 4Pick New WhatsApp Message Received as the trigger and choose a report channel.
- 5Test with a message that confirms a decision or follow up.
Questions about this workflow
Can it update probability?
Yes, if you provide rules tied to explicit conversation signals.
Does it create tasks?
No. This workflow updates the opportunity record and reports the suggested next action.
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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