Prepare a clear brief for each important invoice
Walk into finance reviews with the key invoice facts and open questions already summarized.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Dynamicscrm get a invoice
Dynamicscrm get a invoice
Why this helps
Finance reviews lose time when each invoice needs a fresh manual investigation.
- Shorten finance preparation
- Surface open questions
- Improve review consistency
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Dynamics365 in the Notis portal.
- 2Create a scheduled invoice briefing automation.
- 3Tell Notis to retrieve the selected Dynamics365 invoice and use 0CodeKit to summarize status, risks and questions for review.
- 4Pick the notis_cron trigger and choose the schedule.
- 5Select a report channel and test with one real invoice.
Questions about this workflow
Which invoice is retrieved?
Specify the invoice identifier or selection rule in the automation instruction.
Does this change the invoice?
No. It prepares a review brief from the returned invoice.
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.
Create Account
Creates a new account entity record in dynamics crm using the web api.
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.
0CodeKit and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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