Apply Agile CRM pricing requests to Dynamics price lists
Turn a reviewed pricing request into a price list item using existing Dynamics catalog records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Why this helps
A pricing request can require searching the Dynamics catalog and manually adding the right product to the right list.
- Reduce repeat catalog navigation
- Use existing products and units
- Keep price list changes tied to reviewed requests
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 process eligible Agile CRM pricing requests by adding the identified existing product and unit to the identified existing Dynamics price list.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test one request with known product, unit, and price list identifiers and review the result.
Questions about this workflow
Does this create a new product or price list?
No. The action adds an existing product and unit to an existing price list.
What if a request does not identify the existing records?
Have Notis report the missing identifiers and skip the change rather than guessing.
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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