Prepare sales orders from confirmed requests
Move a confirmed request into the CRM while keeping uncertain details out of the order.
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 retyped incorrectly when teams move between request pages and CRM records.
- Reduce re-entry from a request page.
- Use confirmed details and flag missing information.
- Keep the order record tied to its context.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dynamics 365 once in the Notis portal.
- 2Create an automation for confirmed order intake.
- 3Tell Notis to review the supplied request with AgentQL and create a sales order only from confirmed details, reporting any missing information.
- 4Choose the Notis webhook trigger and where run reports go.
- 5Test with one real confirmed request and verify the order record.
Questions about this workflow
Will it guess quantities or pricing?
No. Supply or verify quantities and prices before asking Notis to create the order.
Does this workflow fulfill the order?
No. It creates a Dynamics 365 sales order record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Dynamics365. A trigger fires from one place; an action lands in another.
Agentql 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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Create a new account record.
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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.
Agentql and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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