Prepare Dynamics 365 invoices with request context
Keep the request details and invoice preparation together, with the important amounts supplied or verified by you.
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 preparation can stall when request context is separated from the details needed to enter the CRM.
- Bring request context into invoice preparation.
- Use verified details instead of guessing amounts.
- Reduce manual re-entry from a request page.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dynamics 365 once in the Notis portal.
- 2Create an automation for invoice preparation.
- 3Ask Notis to inspect the supplied request page with AgentQL and create an invoice using only the customer and invoice details you provide or verify.
- 4Pick the Notis webhook trigger and select where run reports go.
- 5Test with one real request and confirm the invoice details before use.
Questions about this workflow
Will it calculate a price or tax?
Provide verified amounts and applicable details in the request. Do not ask it to guess missing financial information.
Does it send the invoice to a customer?
No. The listed action creates an invoice record in Dynamics 365.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Dynamics365. A trigger fires from one place; an action lands in another.
Agentql 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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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.
Agentql and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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