Review invoice data on a schedule
Get a regular, readable invoice review tied to a Dynamics record.
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
Invoice work accumulates between checks and takes time to reconstruct.
- Create a recurring checkpoint for invoice work.
- Keep a concise review in Dynamics.
- Reduce the effort of restarting context each review.
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 and summary you need.
- 3Choose a recurring schedule trigger and define the review cadence.
- 4Choose where Notis run reports should go.
- 5Test with one real review cycle and verify the annotation.
Questions about this workflow
What data will the scheduled run review?
It can review data available through the connected Affinda and Dynamics context. Define the relevant time window in your instruction.
Does this create or update invoice records?
No. This workflow creates a review annotation using the listed 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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