Review invoices alongside confirmed deal context
Bring invoice records and supplied deal details together for a practical operational review.
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 follow-through can require a manual search across the CRM and deal notes before anyone can spot a mismatch.
- Retrieve Dynamics invoice results for a scheduled review.
- Compare them with deal details supplied for the run.
- Surface records that may need human follow-up.
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 retrieve Dynamics invoices and identify review questions using the confirmed deal context supplied for the run.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and review the invoice results and report.
Questions about this workflow
Does this update invoices or create new ones?
No. The selected action retrieves invoices for review; it does not create or update them.
Can it compare every Affinity deal automatically?
No Affinity read event is listed. Supply the relevant deal context for the run and define what should count as a discrepancy.
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.
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.
Affinity and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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