Create sales orders from parsed order requests
Give order requests a clear path into Dynamics once their details are ready.
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 extracted from documents still need manual CRM entry, leaving room for delay and transcription mistakes.
- Create a sales order from a submitted parsed order request.
- Preserve available order context for review.
- Reduce repetitive data entry during order intake.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Dynamics 365 once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3Ask Notis in one instruction to create a Dynamics sales order only when the submitted order request has sufficient details, and report missing information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real order request and review the sales order.
Questions about this workflow
What if a parsed order request is incomplete?
Ask Notis to report what is missing and not create the order until the necessary details are available.
Can this workflow decide whether an order is ready?
Yes, if you describe the readiness criteria and the information needed to assess them is supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Dynamics365. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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