Keep invoice context available during campaign planning
Have the latest available invoice information ready when you plan the next campaign work session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all invoices action
View all invoices.
Why this helps
Switching between campaign planning and invoice research can break focus and leave useful context out of the conversation.
- Retrieve invoices on a recurring schedule.
- Prepare a concise summary from returned invoice information.
- Reduce manual context gathering before planning.
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Dynamics invoices and summarize the returned information for campaign planning.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and check the returned invoice information.
Questions about this workflow
Does this determine which invoices belong to an Adrapid campaign?
No campaign linkage is established by the listed invoice retrieval action. Any relationship must be present in returned data or supplied by you.
Does the action create invoices?
No. This workflow uses the get all invoices action to retrieve information for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Dynamics365. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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