Create Dynamics cases for invoice exceptions
Turn document issues that need attention into cases your team can track.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Case
Create a new case.
Why this helps
Invoice discrepancies are easy to miss when they stay buried in processed documents.
- Make invoice issues visible in Dynamics.
- Create a trackable follow-up record.
- Focus attention on exceptions instead of every document.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dynamics 365 once in the Notis portal.
- 2Create an automation and describe which invoice issues should become Dynamics cases.
- 3Choose a webhook trigger that receives parsed invoice data.
- 4Choose where Notis run reports should go.
- 5Test with one real invoice containing a known exception.
Questions about this workflow
How does it know an invoice is an exception?
Your instruction must define the issue using information present in the supplied parsed data, such as a missing expected value that you provide.
Does it resolve the case automatically?
No. This workflow creates a case for follow-up; case resolution is not part of this action.
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.
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.
Affinda and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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