Turn a confirmed Affinity deal into a sales order
Carry a confirmed commercial agreement into the Dynamics order workflow.
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 deal can still need a separate manual handoff before order processing begins.
- Create a sales order from a deliberate deal handoff.
- Keep the order creation tied to supplied agreement details.
- Reduce manual re-entry after confirmation.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dynamics once in Notis.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3In one instruction, ask Notis to create a Dynamics sales order only when the supplied Affinity deal is confirmed and includes the required order information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real confirmed deal and review the sales order.
Questions about this workflow
Will it create product line items automatically?
The listed action creates a sales order record, but this context does not specify line-item behavior. Supply required details and confirm the result in Dynamics.
Can it decide whether a deal is confirmed?
Only based on a clear status or confirmation supplied in the request and your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dynamics365. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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