Create sales orders from confirmed Linear requests
When a Linear issue documents an approved purchase request, Notis can create its sales order in Dynamics 365.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Why this helps
Confirmed purchase details can sit in a work issue while order administration waits for someone to re-enter them.
- Move approved purchase requests into order tracking promptly.
- Keep the source request close to the new order.
- Reduce administrative steps after a purchase is confirmed.
Setup
Build it in a few focused steps.
- 1Connect Linear and Dynamics 365 to Notis once through the portal.
- 2Tell Notis in one instruction to create a sales order only when a new issue documents an approved customer purchase request.
- 3Choose the Linear Issue Created trigger and a run-report channel.
- 4Test with one real approved request and review the created order details.
Questions about this workflow
Should a draft or estimate create an order?
No, unless that is your process. State that approval or purchase confirmation is required.
Can the workflow preserve the request context?
Ask Notis to include the relevant purchase details it can identify in the Linear issue.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Dynamics365. A trigger fires from one place; an action lands in another.
Linear 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.
Comment Received Trigger
Triggered when a comment is received.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Issue Created Trigger
Triggered when a new issue is created.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.