Update sales orders from sent customer confirmations
Keep the order record aligned with the confirmation your customer just received.
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
Update Sales Order
Updates an existing sales order entity record in dynamics crm using the web api.
Why this helps
A changed or clarified order detail can remain only in the sent thread instead of the working sales order.
- Keep existing order records aligned with sent confirmations.
- Reduce repeated entry of order changes.
- Retain a concise account of the confirmation context.
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 match sent order confirmations to existing sales orders and apply only the order details explicitly confirmed.
- 4Pick the Email Sent trigger and choose where run reports should go.
- 5Test with one confirmation email for a known order and verify the updated record.
Questions about this workflow
Will a sent message always mean the order is confirmed?
No. Specify the wording or other evidence that indicates confirmation in your instruction.
What if a confirmation includes a changed detail?
Ask Notis to update only details that are clearly stated, and review the record after your initial test.
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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