Create Dynamics365 accounts from 7shifts locations
Keep every restaurant location represented in your CRM without retyping details.
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
New locations can sit outside the CRM while teams copy addresses and operating details by hand.
- Reduce duplicate data entry
- Give sales and support one location record
- Start account coverage as soon as a location appears
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dynamics365 once in the Notis portal.
- 2Create an automation named New 7shifts location account.
- 3Tell Notis to create a Dynamics365 account from each incoming location payload.
- 4Choose the notis_webhook trigger and send location events to its URL.
- 5Select a report channel, then test with one real location payload.
Questions about this workflow
What starts this workflow?
An HTTP request containing a new 7shifts location record starts it.
Can Notis handle missing location fields?
Yes. Ask it to leave unavailable values blank and report what was missing.
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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