Capture a confirmed purchase as a sales order
When a prospect has confirmed the purchase, move the supplied order details into Dynamics without another manual handoff.
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
A confirmed buying decision can lose momentum when the order record is left for later admin.
- Record a confirmed order promptly.
- Keep supplied order context in Dynamics.
- Reduce administrative delay after a buying decision.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Ask Notis to create a sales order only when the request explicitly confirms a purchase and includes the required order context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one appropriate confirmed order example.
Questions about this workflow
Can this create an order from an unqualified prospect?
No. Use it only for a confirmed purchase and include the required order details.
Will it calculate missing pricing?
Provide the order and pricing details required for your Dynamics setup; the workflow should not guess them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dynamics365. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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