Create Dynamics365 opportunities from consultation requests
Turn a clear consultation need into a pipeline record your team can advance.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Consultation requests disappear into scheduling or inboxes before becoming trackable opportunities.
- Makes project demand visible
- Captures stated goals in the opportunity
- Reduces delays between inquiry and sales review
Setup
Build it in a few focused steps.
- 1Connect Typeform and Dynamics365 in Notis once.
- 2Create an automation named Consultation opportunity.
- 3Tell Notis to create an opportunity when a response describes a concrete project and summarize the requested outcome.
- 4Pick Typeform New Form Response and choose a report channel.
- 5Test with one consultation request.
Questions about this workflow
What counts as a concrete project?
Define it in the instruction using the details you expect, such as scope, timing, or a stated business outcome.
Can vague requests be reviewed separately?
Yes. Ask Notis to report them without creating an opportunity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Dynamics365. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.