Create Dynamics sales orders from WhatsApp requests
Move order details from a customer chat into a sales order record without re-entering the request by hand.
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
Order details shared in chat can be delayed or missed when someone has to retype them into Dynamics later.
- Record order requests in Dynamics sooner
- Keep supplied order context available for review
- Reduce copying between chat and CRM
Setup
Build it in a few focused steps.
- 1Connect 2chat and Dynamics 365 once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to create a Dynamics sales order from the order details included in a 2chat webhook payload.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real order request webhook.
Questions about this workflow
Will this create an order if the request is incomplete?
The action creates a sales order, but the webhook must include the details required by your Dynamics setup. Test with a real request that meets those needs.
Does it confirm or fulfill the order?
No. This workflow creates a Dynamics sales order record. It does not confirm or fulfill the customer’s request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Dynamics365. A trigger fires from one place; an action lands in another.
2chat 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.
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Create Contact
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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.
2chat and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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