Add a product to a Dynamics price list from a handoff
Keep catalog setup moving when a product is ready to join an existing price list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Why this helps
A product can exist in the catalog while the last price list step is still waiting in someone's mental queue.
- Complete a specific catalog setup step from a request
- Reduce forgotten price list additions
- Use existing product, unit, and list details supplied by the 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.
- 3Describe which existing product, unit, and price list the request identifies for addition.
- 4Select the webhook trigger and choose where run reports go.
- 5Send one real request and confirm the product was added to the intended list.
Questions about this workflow
Does this create the product or price list?
No. The action adds an existing product and unit to an existing Dynamics price list.
What if a product or list is not identified?
Supply enough supported details in the request to identify the existing records. Do not guess.
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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