Create a Dynamics invoice record from a document handoff
Move invoice details into Dynamics without another round of manual transcription.
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 information can be ready in a document workflow while the CRM record is still missing.
- Create invoice records from supplied handoff details
- Reduce retyping between document and CRM work
- Keep invoice intake tied to the original request
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.
- 3Tell Notis to create an invoice using the invoice details included in the request.
- 4Select the webhook trigger and choose a report destination.
- 5Send one real invoice request and inspect the created record.
Questions about this workflow
Does this create and issue an invoice document?
The listed action creates a Dynamics invoice entity record. It does not claim to generate, send, or issue an invoice document.
What starts the workflow?
A Notis webhook request starts it. ActiveMerge has no listed trigger events.
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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