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Notis

Keep Dynamics sales orders current from webhook signals

Operational updates reach the order record while the work is happening.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Update Sales Order

Updates an existing sales order entity record in dynamics crm using the web api.

Why this helps

Fulfillment status often lives in another tool and leaves the CRM outdated.

  • Improve order visibility
  • Reduce status chasing
  • Keep teams aligned

Setup

Build it in a few focused steps.

  • 1Connect Mailchimp and Dynamics365 in Notis.
  • 2Create and name the automation.
  • 3Tell Notis how webhook fulfillment signals should update the matching Dynamics365 sales order.
  • 4Choose a Notis webhook trigger.
  • 5Select a report channel and test with one real signal.

Questions about this workflow

Can the webhook carry the order number?

Yes. Include the order identifier and status details in the request.

What if an event repeats?

Ask Notis to recognize already applied updates and report duplicates.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Mailchimp to Dynamics365. A trigger fires from one place; an action lands in another.

Mailchimp triggers

Dynamics365 actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get all invoices action

Get all invoices action

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Account

Creates a new account entity record in dynamics crm using the web api.

ActionInstant

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

TriggerInstant

Create Case

Creates a new case (incident) entity record in dynamics crm using the web api.

ActionInstant

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

TriggerInstant

Create Contact

Creates a new contact entity record in dynamics crm using the web api.

ActionInstant

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

TriggerInstant

Create Invoice

Creates a new invoice entity record in dynamics crm using the web api.

ActionInstant

Unsubscribe Trigger

Triggered when a subscriber unsubscribes from Mailchimp

TriggerInstant

Create Lead

Creates a new lead entity record in dynamics crm using the web api.

ActionInstant

Create Opportunity

Creates a new opportunity entity record in dynamics crm using the web api.

ActionInstant

Create Sales Order

Creates a new sales order entity record in dynamics crm using the web api.

ActionInstant

Connect any two apps with Notis in the middle.

Mailchimp and Dynamics365, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Dynamics365.