Create Dynamics365 sales orders from confirmed Zendesk requests
Turn clear customer requests into order records without manual reentry.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Why this helps
Confirmed orders can wait in support queues while someone retypes them into the CRM.
- Speeds order processing
- Reduces transcription errors
- Keeps the source ticket attached
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dynamics365 once in the Notis portal.
- 2Create an automation named confirmed request to sales order.
- 3Tell Notis to create a sales order only when the ticket confirms an order and includes sufficient product and customer details.
- 4Pick the New Zendesk Ticket trigger and choose a report channel.
- 5Test with one confirmed request and review the result.
Questions about this workflow
What if order details are incomplete?
Tell Notis to report the missing information and avoid creating the sales order.
Can it process cancellation requests?
You can create a separate instruction for cancellations, but this workflow should create orders only from confirmed requests.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Dynamics365. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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