See the invoice portfolio in one briefing
Replace scattered invoice checks with one clear view of billing exposure.
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
Busy operators lose time opening invoices one by one to understand the overall picture.
- See totals and exceptions quickly
- Support weekly cash reviews
- Spot missing billing context
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dynamics365 once in Notis.
- 2Create an automation named Invoice portfolio summary.
- 3Tell Notis to fetch all invoices and summarize them with the 7shifts payroll context supplied at run time.
- 4Choose notis_cron and set the reporting schedule.
- 5Select a report channel and test with one real invoice portfolio.
Questions about this workflow
Does it create or update invoices?
No. It uses the get all invoices action to produce a summary.
Can it group by location?
Yes, if location identifiers are present in the returned invoices or supplied context.
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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