Prepare a Dynamics invoice from a confirmed deal
Carry confirmed commercial details into Dynamics when the deal is ready for invoicing.
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
Once a deal is confirmed, manually transferring commercial details can delay the next operational step.
- Start invoice creation from a confirmed deal handoff.
- Use commercial details provided with the request.
- Reduce a manual transfer after deal confirmation.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dynamics once in Notis.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3In one instruction, ask Notis to create a Dynamics invoice only when supplied deal details confirm that it is ready for invoicing.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real invoice-ready deal and review the invoice.
Questions about this workflow
Can Affinity provide invoice terms automatically?
No Affinity event or data retrieval is listed here. Include required invoice details in the request.
Should this run as soon as a deal is created?
Use it only when your process confirms that the supplied deal is ready for invoicing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dynamics365. A trigger fires from one place; an action lands in another.
Affinity 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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Connect any two apps with Notis in the middle.
Affinity and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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