Create Dynamics invoices from parsed documents
Bring invoice details into Dynamics from the document extraction flow you already use.
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 fields have to be copied from documents into Dynamics by hand.
- Reduce repetitive invoice entry.
- Keep supplied invoice details in Dynamics.
- Review a CRM record after document processing.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dynamics 365 once in the Notis portal.
- 2Create an automation and describe how parsed invoice details should create an invoice record.
- 3Choose a webhook trigger that receives the parsed invoice data.
- 4Choose where Notis run reports should go.
- 5Test with one real invoice and verify the Dynamics record.
Questions about this workflow
What invoice data can be used?
Notis can use the details supplied in the webhook payload. Any missing values must come from another provided source or remain unavailable.
Does this verify or pay invoices?
No. This workflow creates a Dynamics invoice record; it does not verify, approve, or pay the invoice.
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 a new case.
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Create Contact
Create a new 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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