Record confirmed orders from sent Gmail messages
Keep a confirmed order from becoming just another message in the sent folder.
Trigger
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.
Action
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Why this helps
A customer commitment can be difficult to track when confirmation lives only in an email thread.
- Capture order commitments in the CRM.
- Keep relevant confirmation context available for review.
- Reduce rekeying after sending an order confirmation.
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 sent messages confirming customer orders and create a sales order from details explicitly stated in the conversation.
- 4Pick the Email Sent trigger and choose where run reports should go.
- 5Test with one real order confirmation and review the created record.
Questions about this workflow
Will a quote email create a sales order?
Describe the signals of a confirmed order in your instruction so a quote or proposal is not treated as an order.
What if the message does not state all order details?
The action can only use available information. Review the resulting record and supply any missing details.
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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