Create invoices from 7shifts payroll data
Keep labor related billing records aligned with the source operational data.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Why this helps
Payroll and labor charges often require a second manual entry into finance systems.
- Reduce duplicate finance entry
- Keep invoice context traceable
- Flag incomplete billing data early
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dynamics365 in the Notis portal.
- 2Create an automation named Payroll invoice intake.
- 3Describe how Notis should create an invoice from each supplied payroll payload.
- 4Choose notis_webhook and route payroll payloads to the generated URL.
- 5Select a report channel and test with one real payroll example.
Questions about this workflow
Can Notis calculate taxes?
Only if the payload includes the needed values and you explicitly define the calculation; otherwise it should flag missing data.
Can this run for each pay period?
Yes, send one webhook payload per approved pay period.
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.
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Creates a new invoice entity record in dynamics crm using the web api.
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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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