Carry verified Agile CRM billing changes into Dynamics invoices
Keep invoice records aligned with reviewed billing details across your CRM workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Invoice
Update an existing invoice.
Why this helps
Invoice records can retain outdated details when billing changes are captured in a separate CRM view.
- Reduce stale invoice data
- Carry reviewed changes into the existing record
- Skip uncertain invoice matches
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 review available Agile CRM billing changes and update matching Dynamics invoices only with verified supplied values.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run it with one invoice whose change is confirmed and review the result.
Questions about this workflow
Does it change payment status?
Only if the available update action supports the relevant invoice attribute and the information is supplied. It does not process payments.
What if the invoice details conflict?
Ask Notis to report the conflict and skip the update until a person resolves it.
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.
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.
Agile CRM and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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