Keep Dynamics invoice status aligned with Ably events
Carry billing updates into Dynamics in a focused batch instead of chasing each one by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Invoice
Update an existing invoice.
Why this helps
Invoice status changes can arrive through event streams and leave Dynamics out of date.
- Keep invoice records current
- Review status changes in one batch
- Avoid changing invoices that cannot be matched
Setup
Build it in a few focused steps.
- 1Connect Ably and Dynamics365 once in the Notis portal.
- 2Create an automation for invoice status reconciliation.
- 3Tell Notis to match available invoice status events to Dynamics invoices using supplied identifiers and update only the status information explicitly present in the event.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real invoice event and verify the updated record.
Questions about this workflow
Can it update an invoice without a stable identifier?
It should not guess which invoice is meant. Unmatched events should be listed in the run report.
Will it infer a paid status from a message?
Only when the supplied event explicitly provides that status.
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.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
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
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