Update a Dynamics365 opportunity when deal work changes in Trello
Keep your CRM forecast closer to the work your team is actually doing.
Trigger
Card Updated Trigger
Triggered when a specific card is updated
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Opportunity records become stale while deal progress is tracked in Trello.
- Improves forecast context
- Reduces repeated status updates
- Connects execution to revenue tracking
Setup
Build it in a few focused steps.
- 1Connect Trello and Dynamics365 once in the Notis portal.
- 2Create an automation that updates the related Dynamics365 opportunity when Trello changes reveal meaningful deal progress.
- 3Pick Trello Card Updated Trigger for the relevant card.
- 4Choose a report channel and test with one real deal update.
Questions about this workflow
What counts as meaningful progress?
Define signals such as a proposal sent, decision made, or next step confirmed in your instruction.
Can it leave the opportunity unchanged when details are unclear?
Yes. Tell Notis to report ambiguity instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Dynamics365. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Activity Trigger
Triggered when there is activity in Trello.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Board Trigger
Triggered when a board is created in the specified workspace
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
New Card Trigger
Triggered when a card is created in the specified board
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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