Create a Dynamics product from a catalog handoff
Turn a product handoff into a catalog record without interrupting the rest of the setup work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Product
Creates a catalog product and returns its selected representation.
Why this helps
Product information can be ready in a document workflow but still need to be entered into the Dynamics catalog by hand.
- Create a catalog product from supplied details
- Reduce manual catalog entry
- Keep product intake linked to its originating request
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 name it.
- 3Tell Notis to create a Dataverse catalog product from the product details in the request.
- 4Pick the webhook trigger and choose where run reports go.
- 5Send one real catalog handoff and review the returned product.
Questions about this workflow
Does this add the product to a price list?
No. It creates a product. Adding a product and unit to an existing price list is a separate action.
Can missing product details be filled in automatically?
Provide the required details in the request or instruction. Do not assume unprovided product values.
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.
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
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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