Create Dynamics365 opportunities from qualified Typeform inquiries
Move serious buying signals into your opportunity pipeline without waiting for a manual review.
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
High intent answers are easy to overlook when someone must inspect every submission first.
- Surfaces high intent inquiries quickly
- Applies consistent qualification guidance
- Keeps pipeline creation timely
Setup
Build it in a few focused steps.
- 1Connect Typeform and Dynamics365 in Notis once.
- 2Create an automation named Qualified inquiry opportunity.
- 3Tell Notis to assess each response using your criteria and create an opportunity only when it qualifies.
- 4Select Typeform New Form Response and set the report destination.
- 5Test with one qualifying submission.
Questions about this workflow
Where do qualification rules come from?
You provide them in the instruction, including the answers or signals that count as qualified.
Can unqualified responses still be reported?
Yes. Ask Notis to summarize them in the run report 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
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