Log deal activities from team feedback

When a new comment or review is posted in Confluence Server, automatically log a note on the associated deal in Microsoft Dynamics 365.

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See all Confluence Server + Microsoft Dynamics 365 integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Confluence Server Explore Confluence Server →

Triggers

New post or update shared

Fires when a new post or update is shared in Confluence Server.

New comment or review

Fires when someone comments on or reviews an item in Confluence Server.

Task assigned

Fires when a task is assigned to someone in Confluence Server.

Actions

Create a post or update

Posts an update or announcement in Confluence Server.

Create a task

Creates a new task in Confluence Server.

Create a project or space

Creates a new project or workspace in Confluence Server.

Share a file or folder

Shares a file or folder in Confluence Server.

Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →

Triggers

New contact or lead

Fires when a new contact or lead is added to Microsoft Dynamics 365.

Contact updated

Fires when a field on a contact changes in Microsoft Dynamics 365.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Microsoft Dynamics 365.

Deal won

Fires when a deal is marked won in Microsoft Dynamics 365.

Actions

Create or update contact

Creates or updates a contact in Microsoft Dynamics 365.

Create deal

Creates a new deal in Microsoft Dynamics 365.

Update record stage

Moves a deal or record to a new stage in Microsoft Dynamics 365.

Log activity

Logs a call, email, or note against a record in Microsoft Dynamics 365.

Create onboarding projects for closed-won deals When a deal is marked as won in Microsoft Dynamics 365, automatically create a dedicated project space in Confluence Server for customer onboarding. See details

Assign follow-up tasks when new leads arrive When a new lead is created in Microsoft Dynamics 365, automatically generate a review task in Confluence Server for the assigned account executive. See details

See all Confluence Server + Microsoft Dynamics 365 integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log deal activities from team feedback” between Confluence Server and Microsoft Dynamics 365?

Yes — describe it in the box above and Knit's Integrations Agent researches Confluence Server and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why should sales teams connect Microsoft Dynamics 365 to Confluence Server?

Integrating Microsoft Dynamics 365 and Confluence Server ensures sales rep activity seamlessly creates onboarding projects, tasks, and updates for delivery and operational teams.

Can updates made in Confluence Server sync back to customer deals in Microsoft Dynamics 365?

Yes, when team members comment or share updates in Confluence Server, relevant deal stages or activities in Microsoft Dynamics 365 can be automatically updated.