Create a Dynamics365 invoice from each validated billing event
Keep billing records aligned with the events your automation already processes.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Why this helps
Validated billing events still require manual invoice entry before finance can act.
- Reduce invoice entry
- Capture billing context
- Speed up finance operations
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Dynamics365 in the Notis portal.
- 2Create an automation for validated billing events.
- 3Tell Notis to create a Dynamics365 invoice from each event and summarize any assumptions or missing information.
- 4Pick the notis_webhook trigger and select a report channel.
- 5Test with one real billing event.
Questions about this workflow
What if required invoice details are absent?
Tell Notis to report the missing details and avoid creating an incomplete invoice.
Can the workflow explain its assumptions?
Yes. Include that requirement in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Dynamics365. A trigger fires from one place; an action lands in another.
0CodeKit 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.
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Create Lead
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Create Opportunity
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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.
0CodeKit and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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