Skip to content
Notis

Turn payment-ready Ably events into Dynamics invoices

Move billing details into Dynamics when the source system says the invoice is ready to create.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Invoice

Create a new invoice.

Why this helps

Invoice details are ready in one system, but recreating them in Dynamics adds delay and transcription mistakes.

  • Reduce manual invoice entry
  • Use the source system's supplied billing context
  • Keep invoice creation tied to an explicit readiness signal

Setup

Build it in a few focused steps.

  • 1Connect Ably and Dynamics365 once in the Notis portal.
  • 2Create an automation for payment-ready events.
  • 3Tell Notis to create a Dynamics invoice only when the webhook marks it ready and supplies the required invoice details; do not invent prices or terms.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real payment-ready payload and verify the invoice.

Questions about this workflow

Will Notis calculate taxes or infer pricing?

No. This workflow relies on the invoice details supplied by the source system and should report missing required information.

Does the event itself confirm payment?

Only if the webhook payload says so. The prompt should distinguish a payment-ready signal from a confirmed payment.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ably to Dynamics365. A trigger fires from one place; an action lands in another.

Ably triggers

Dynamics365 actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get all invoices action

View all invoices.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Annotation

Creates a text or attachment note, optionally linked to a supported record.

ActionInstant

Create Account

Create a new account record.

ActionInstant

Create Email Activity

Creates and stores a draft email activity without sending the email.

ActionInstant

Create Case

Create a new case.

ActionInstant

Create Product

Creates a catalog product and returns its selected representation.

ActionInstant

Create Contact

Create a new contact.

ActionInstant

Create Product Price List Item

Adds an existing product and unit to an existing price list.

ActionInstant

Connect any two apps with Notis in the middle.

Ably and Dynamics365, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.