Keep Dynamics365 invoice follow-up current
Make the next billing action visible directly on the invoice record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Invoice
Updates an existing invoice entity record in dynamics crm using the web api.
Why this helps
Invoice records often show status without explaining what should happen next.
- Clarify next actions
- Reduce repeated checking
- Keep finance context centralized
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Dynamics365 in the Notis portal.
- 2Create a scheduled invoice follow-up automation.
- 3Tell Notis to review selected invoices, use 0CodeKit to assess follow-up needs, and update each invoice with a concise action note.
- 4Pick the notis_cron trigger and choose the schedule.
- 5Select a report channel and test with one real invoice.
Questions about this workflow
Can it update only overdue invoices?
Yes. State the overdue condition in the automation instruction.
Will it contact customers?
No. It updates Dynamics365 records unless you add another authorized action.
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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