Create a Dynamics sales order record from an approved handoff
Keep an approved order moving into Dynamics without a separate data-entry detour.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Sales Order
Create a new sales order.
Why this helps
Order details can be ready for CRM entry but delayed while someone switches tools and retypes them.
- Carry supplied order information into Dynamics
- Reduce repetitive order entry
- Keep the request and resulting run report easy to trace
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe that the request should create a sales order record from its supplied order details.
- 4Pick the webhook trigger and select where run reports go.
- 5Send one real approved order handoff and inspect the result.
Questions about this workflow
Does creating the record submit or fulfill the order?
The listed action creates a sales order entity record. It does not describe order submission or fulfillment.
What details does the workflow use?
It uses details provided in the webhook request and your instruction. Supply any required values that the source does not include.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Dynamics365. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
ActiveMerge and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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