Create Dynamics contacts from parsed invoices
Keep customer contact details from invoice documents available in Dynamics.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Create a new contact.
Why this helps
Contact information embedded in invoices gets stuck in document processing.
- Capture invoice contact details in the CRM.
- Avoid retyping names and available contact information.
- Make customer records easier to find.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dynamics 365 once in the Notis portal.
- 2Create an automation and describe which supplied invoice details should create a contact.
- 3Choose a webhook trigger that receives parsed invoice data.
- 4Choose where Notis run reports should go.
- 5Test with one real invoice and review the created contact.
Questions about this workflow
Does this create a contact for every invoice?
It follows your instruction and uses the invoice data received by the webhook. You can ask Notis to create contacts only when required details are present.
Does it check for duplicate contacts?
Tell Notis how to handle possible duplicates. The workflow should use available Dynamics data and avoid assuming identity when details are ambiguous.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Dynamics365. A trigger fires from one place; an action lands in another.
Affinda 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.
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Create Product
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Create Contact
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Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
Affinda and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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