Bring Invoice Review into Your Affiliate Routine
See CRM invoice information during a regular affiliate finance review, with relevant payment context included.
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
Reviewing affiliate performance and CRM billing in separate places can make it harder to spot questions that need follow-up.
- Retrieve Dynamics invoice data on a recurring schedule.
- Review invoices with Adtraction commission or payment context when supplied.
- Create a repeatable finance check without manually reopening each system.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Dynamics 365 once in the Notis portal.
- 2Create a Notis automation and describe the invoice review and affiliate context to include.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where run reports go, then test with one real invoice review.
Questions about this workflow
Can this reconcile commissions against invoices automatically?
Only if both the invoice details and commission or payment data are available to Notis. Supply missing affiliate data and describe the comparison you want.
Does Adtraction trigger this review?
No. Adtraction has no listed trigger events. The workflow runs on a Notis schedule and uses the available Dynamics invoice action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Dynamics365. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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