Keep invoice records aligned with Agiled billing context
Review billing context already available in Agiled and carry clear invoice updates into Dynamics.
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 fall out of step when billing changes are visible in project work but not reflected in the CRM.
- Review billing details across the two connected apps.
- Update an existing invoice when the change is clear.
- Report uncertain invoice matches for human review.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to compare available Agiled billing details with Dynamics invoices and update a matching invoice only when identity and the change are clear.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real invoice and check the updated record.
Questions about this workflow
Will this create invoices that do not exist in Dynamics?
No. This workflow updates an existing invoice. Creating an invoice is a separate action and requires reliable source details.
What if invoice status is not available in Agiled?
The workflow should report that the information is missing and leave the Dynamics invoice unchanged.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Dynamics365. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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