Review a Dynamics365 opportunity automatically
Keep an important deal moving with a short recurring review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Opportunities can appear healthy in the pipeline while their next step is unclear.
- Surface deal risk sooner
- Keep next steps explicit
- Reduce pipeline surprises
Setup
Build it in a few focused steps.
- 1Connect Notis and Dynamics365 in the portal.
- 2Create an automation describing the opportunity review.
- 3Choose the Notis cron trigger and set the recurring schedule.
- 4Choose a report channel for the review.
- 5Run one test review and refine the report format.
Questions about this workflow
Can the review focus on stalled deals?
Yes. Define stalled signals such as no recent activity or a missing next step.
Can it recommend an action?
Yes. Ask for one practical next action grounded in the opportunity data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Dynamics365. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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