Create Dynamics products from Agile CRM catalog details
Bring prepared product information into the Dynamics catalog without retyping the handoff.
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 setup takes extra time when details have to be copied from the source CRM into the catalog.
- Reduce repeated product data entry
- Use prepared catalog details
- Keep product creation tied to an explicit handoff
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to create a Dynamics product from each catalog handoff received by the webhook using the supplied product details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real catalog handoff and review the resulting product.
Questions about this workflow
Does this add the product to a price list?
No. It creates a product record. Adding a product to a price list is a separate action.
Will it invent product details?
No. Provide the product information in the handoff and have Notis report missing required details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dynamics365. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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