Create a Dynamics365 sales order after approval
Move approved deals into order processing without another manual handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Why this helps
Approved commercial requests can wait in automation systems before becoming orders.
- Shorten order handoffs
- Keep approvals traceable
- Reduce duplicate entry
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Dynamics365 in the Notis portal.
- 2Create an automation for approved commercial requests.
- 3Tell Notis to create a Dynamics365 sales order from each approved 0CodeKit payload and report any missing order details.
- 4Pick the notis_webhook trigger and choose a report channel.
- 5Test with one real approval.
Questions about this workflow
Can it stop on missing details?
Yes. Tell Notis to report missing details and skip order creation until complete.
What starts it?
An HTTP request to the Notis webhook starts it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Dynamics365. A trigger fires from one place; an action lands in another.
0CodeKit 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.
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.
0CodeKit and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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