Create Dynamics invoices from Agile CRM billing handoffs
Turn a prepared billing handoff into an invoice record with less repeated entry.
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
Billing handoffs can stall when the invoice details must be recreated by hand in Dynamics.
- Reduce repeated invoice entry
- Use the submitted billing details
- Make the billing handoff easier to track
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to create a Dynamics invoice from each billing handoff received by the webhook using only supplied invoice details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real billing handoff and inspect the invoice record.
Questions about this workflow
Does this send an invoice to a customer?
No. The action creates a Dynamics invoice record. It does not describe sending or issuing an invoice.
Can it calculate missing totals?
Use values included in the handoff. Do not rely on the workflow to infer missing prices, quantities, taxes, or terms.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dynamics365. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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