Get invoice aging context before follow-up
Know which labor related invoices need attention before they become urgent.
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 follow-up gets delayed when invoice status and operational context are checked separately.
- Prioritize collections work
- Reduce context switching
- Keep follow-up grounded in source data
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dynamics365 once.
- 2Create an automation named Invoice aging brief.
- 3Tell Notis to retrieve the specified invoice and summarize it with the 7shifts billing context you provide.
- 4Choose notis_cron and set the review schedule.
- 5Select a report channel and test with one invoice identifier.
Questions about this workflow
Does this update the invoice?
No. This workflow retrieves and summarizes one invoice using action 6371.
Can it recommend a follow-up?
Yes, ask for a concise recommendation based only on the supplied status and dates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Dynamics365. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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