Get a scheduled review of Dynamics invoices
See the invoice information Dynamics returns in one focused review, without adding another manual CRM check to your day.
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
Invoice checks can slip when they depend on remembering to open Dynamics and scan records manually.
- Put invoice review on a recurring schedule
- See returned invoice information in a concise summary
- Reduce manual record scanning
Setup
Build it in a few focused steps.
- 1Connect Dynamics 365 once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to retrieve the invoices available from Dynamics and summarize the returned details that need review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and confirm the returned invoice information is useful.
Questions about this workflow
Can it flag overdue invoices?
Only when the returned invoice data includes the dates and status needed to determine that. The summary should state when the information is missing.
Does it change invoice records?
No. This workflow retrieves and summarizes invoices; it does not update them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Dynamics365. A trigger fires from one place; an action lands in another.
2chat 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 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.
2chat and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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