Move confirmed purchases into order tracking
When a Chatforma conversation confirms a purchase and the details are ready, Notis can create a Dynamics365 sales order for the next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Why this helps
A clear purchase decision can still stall while someone transfers the agreement into order tracking.
- Turns a confirmed purchase into an order record promptly.
- Reduces repetitive entry after the customer has decided.
- Keeps order work attached to the CRM process.
Setup
Build it in a few focused steps.
- 1Connect Chatforma and Dynamics365 to Notis once in the portal.
- 2Create a new automation through the portal or by asking Notis in plain language.
- 3Tell Notis in one instruction to create a Dynamics365 sales order only after a Chatforma conversation clearly confirms a purchase and sufficient details are available.
- 4Select an incoming webhook trigger and choose a run-report channel.
- 5Test with one confirmed purchase example and verify the sales order.
Questions about this workflow
Should this run for pricing questions or tentative interest?
No. Define a clear confirmation threshold in the prompt so exploratory chats are excluded.
What if order details are incomplete?
Include an instruction to hold off when required context is missing, then review the test result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chatforma to Dynamics365. A trigger fires from one place; an action lands in another.
Chatforma triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Chatforma and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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