Gatekeeper integration with Microsoft Dynamics 365 CRM
How to Create Microsoft Dynamics 365 CRM accounts for new Gatekeeper suppliers
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Microsoft Dynamics 365 CRM accounts for new Gatekeeper suppliers" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Gatekeeper integrations
Gatekeeper actions
Nekton can use any feature that is available in Gatekeeper API.
Using our advanced AI, you can easily create custom automations for Gatekeeper.
Here are some typical actions you can do in your automated workflows.
Create Contract
Creates a new contract.
Create Supplier
Creates a new supplier.
Find a Supplier by Name
Retrieve a Supplier by name.
Create Spend
Creates a Spend record against a Supplier.
Find a Supplier by Custom Field
Retrieve a Supplier using a Custom Field
Update Contract Approval Status
Triggers when a contract's approval status changes (awaiting approval, request approval, approved, rejected).
About Gatekeeper
Gatekeeper is a powerful, flexible and intuitive Supplier and Contract Management solution.