Keep Dynamics sales orders aligned with confirmed changes
Carry confirmed order updates into Dynamics without repeating the same review in both systems.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Sales Order
Update an existing sales order.
Why this helps
Order details can diverge when updates are recorded in Agile CRM but not carried into Dynamics.
- Keep order details aligned
- Reduce repeated review work
- Apply only verified changes to matched records
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 review available Agile CRM order changes and update confidently matched Dynamics sales orders with verified supplied details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test using one known order change and review the updated sales order.
Questions about this workflow
Does this create new sales orders?
No. This uses the Dynamics update sales order action for existing matching records.
Will it update ambiguous matches?
Have Notis skip unclear matches and report them for review.
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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