Get a scheduled summary of Dynamics365 invoices
Know which invoices need action without opening the CRM and checking each record manually.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all invoices action
Get all invoices action
Why this helps
Invoice follow-up gets delayed when billing status is scattered across records.
- Spot billing priorities
- Reduce repetitive checking
- Keep finance reviews consistent
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Dynamics365 in the Notis portal.
- 2Create an invoice review automation.
- 3Tell Notis to get all Dynamics365 invoices and use 0CodeKit to summarize status, aging and suggested follow-up.
- 4Pick the notis_cron trigger and set the schedule.
- 5Choose the report channel and test with one real run.
Questions about this workflow
Can Notis calculate aging?
Yes, when invoice dates and status are available in the returned records.
Where does the summary appear?
It appears in the report channel selected during setup.
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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Creates a new invoice entity record in dynamics crm using the web api.
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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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