Update Dynamics365 sales orders from Todoist
Keep order changes visible from the moment they are noticed.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Update Sales Order
Updates an existing sales order entity record in dynamics crm using the web api.
Why this helps
Operational changes in task lists can miss the order record used by other teams.
- Improve order handoffs
- Reduce fulfillment surprises
- Keep customer requests traceable
Setup
Build it in a few focused steps.
- 1Connect Todoist and Dynamics365 in Notis once.
- 2Create a new automation and name it.
- 3Tell Notis to update the matching sales order with operational or customer changes.
- 4Pick the Todoist New Task Created trigger.
- 5Choose a report channel, then test with one real task.
Questions about this workflow
What order details can the task provide?
Use order numbers, customer names, delivery notes, and other context included in the task.
Can it flag unclear orders?
Yes. Instruct Notis to report uncertain matches for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Dynamics365. A trigger fires from one place; an action lands in another.
Todoist 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.
New Task Created
Trigger when a new task is added to Todoist.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
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.
Todoist and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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