Review Dynamics invoices from a document handoff
Bring invoice records into a focused review when a document workflow calls for one.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all invoices action
View all invoices.
Why this helps
Checking invoice status can mean stopping a document task to search through Dynamics manually.
- Start an invoice review from a clear request
- Reduce manual navigation between document and CRM tools
- Use retrieved invoice data in the run context
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve Dynamics invoices for the requested review.
- 4Choose the webhook trigger and select a destination for run reports.
- 5Send one real review request and check the run result.
Questions about this workflow
Does the action retrieve all invoices?
The listed action is Get all invoices. The package does not claim it filters invoices by a field.
Does this update invoices?
No. This action retrieves invoices; it does not update them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Dynamics365. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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