Create sales orders from approved 7shifts requests
Move approved operational requests into fulfillment without another rekeying step.
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 requests can wait in scheduling workflows while order entry happens elsewhere.
- Speed up fulfillment
- Preserve approval context
- Reduce order entry errors
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dynamics365 once in Notis.
- 2Create an automation named Approved staffing sales order.
- 3Tell Notis to create a sales order only when the incoming request is marked approved.
- 4Pick notis_webhook and send approved request payloads to its URL.
- 5Choose where reports go and test with one approved request.
Questions about this workflow
How is approval recognized?
Include an approval status in the payload and describe its accepted value.
What if pricing is absent?
Ask Notis to flag the request for review instead of inventing a price.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Dynamics365. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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