Turn customer email order requests into sales orders
Give qualifying order requests a structured place in Dynamics 365 while their details are easy to review.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Why this helps
Order requests buried in email can lead to missed details, slow processing, or repeated manual entry.
- Reduce manual transcription of order requests.
- Keep the customer's stated order context in a CRM record.
- Make incoming requests easier to review and process.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Dynamics 365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to create one.
- 3In one instruction, ask Notis to recognize qualifying order requests and create a sales order using only details available in the message.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real order request and verify the order details before relying on it.
Questions about this workflow
Can it create a complete order from an email?
The action creates a sales order. Details not present in the email or otherwise available through connected data need to be supplied or reviewed.
Can I limit it to certain kinds of orders?
Yes. Include your order qualification criteria in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Dynamics365. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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