Create a Dynamics invoice from a campaign handoff
Turn a confirmed billing handoff into a Dynamics invoice record with the supplied details.
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
A completed handoff can stall when invoice details need to be re-entered by hand.
- Create an invoice record from a confirmed handoff.
- Reduce repeated entry of supplied billing details.
- Keep the invoice process connected to campaign operations.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Dynamics365 once in the Notis portal.
- 2Create an automation and describe which confirmed handoffs should create a Dynamics invoice.
- 3Choose the webhook trigger and send the required invoice details to its URL.
- 4Choose where run reports go, then test with one real invoice example.
Questions about this workflow
Should every interested campaign contact create an invoice?
No. Define a confirmed billing handoff and provide the required invoice details before using this workflow.
Does the action create or send an invoice to a customer?
The listed action creates a Dynamics invoice record. Its description does not say that it sends an invoice.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Dynamics365. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign 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.