Reconcile invoices with 7shifts billing data
Catch billing mismatches before they become month end surprises.
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
Small differences between payroll operations and CRM invoices consume time during close.
- Find discrepancies earlier
- Reduce spreadsheet checks
- Keep invoice records auditable
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dynamics365 once.
- 2Create an automation named Invoice status reconciliation.
- 3Describe how Notis should compare fetched invoice records with the 7shifts billing data you supply and update verified differences.
- 4Choose notis_cron and set the reconciliation cadence.
- 5Select a report channel and test with one invoice set.
Questions about this workflow
Can it change amounts automatically?
Ask it to update amounts only when both sources provide matching identifiers and confirmed values.
What happens to mismatches?
Have Notis report them with the source values instead of guessing.
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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