Turn a closed-won HubSpot deal into a Dynamics sales order
When a deal closes won, Notis can create a sales order record in Dynamics 365 from the details available to the workflow.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Why this helps
A closed-won deal often starts an operations handoff, and creating the order record can get lost among follow-up tasks.
- Start order record creation from your closed-won milestone.
- Reduce manual re-entry of available deal information.
- See the workflow result in a chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to create a Dynamics 365 sales order when a deal reaches your closed-won stage, using the required details available in the event.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real closed-won deal and review the created order.
Questions about this workflow
Can it create a complete order from any deal?
Only if the information needed by the action is available. State how to handle missing order details, and provide any required context that the event does not include.
Will it run only for closed-won deals?
Name the closed-won stage in your instruction. The trigger is the HubSpot Deal Stage Updated event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Dynamics365. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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