Create richer accounts from operating snapshots
Give each restaurant account the operational context your team needs from day one.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Basic account records force teams to search scheduling tools before every conversation.
- Improve account handoffs
- Preserve operating context
- Reduce research before outreach
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dynamics365 once in the Notis portal.
- 2Create an automation named Multi location account enrichment.
- 3In one instruction, ask Notis to create an account from each operating snapshot and include only supplied facts.
- 4Choose notis_webhook and send snapshots to the endpoint.
- 5Select a report channel and test with one location snapshot.
Questions about this workflow
Will Notis invent operating details?
No. Tell it to use only facts present in the webhook payload and flag gaps.
Can one snapshot contain several locations?
Yes. Ask Notis to create one account per clearly identified location.
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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