Record content delivery orders in Dynamics
Capture a confirmed order in Dynamics while the details from the delivery handoff are together.
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 shared during content delivery can be hard to find again when someone needs to create the sales order.
- Create a sales order from confirmed supplied details.
- Keep delivery and order context together in Dynamics.
- Reduce manual transcription at the handoff.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the order capture outcome to Notis.
- 3Ask Notis to create a Dynamics sales order from complete, confirmed order details supplied in the request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one valid real order example.
Questions about this workflow
Can the workflow create an order when details are incomplete?
The instruction should require complete, confirmed details. Any missing information should be supplied before creation.
Does this publish or update content in Agility CMS?
No. The workflow creates a Dynamics sales order.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Dynamics365. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.