Schedule invoice review tasks in Dynamics
Put the invoice review on the calendar as a concrete Dynamics task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task activity and returns its selected representation.
Why this helps
Recurring invoice checks depend on someone remembering to start them.
- Make recurring review work visible.
- Create a reliable reminder in the team's CRM workflow.
- Reduce the mental load of remembering routine checks.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dynamics 365 once in the Notis portal.
- 2Create an automation and describe the invoice review task to create.
- 3Choose a recurring schedule trigger and set the cadence.
- 4Choose where Notis run reports should go.
- 5Test one run and confirm the task contains a useful description.
Questions about this workflow
Does the task confirm invoices are complete?
No. It creates a task to prompt review; completion must be checked by the assigned person.
Can I choose the schedule?
Yes. Select the recurring schedule when you choose the trigger in Notis.
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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