Review Dynamics invoices alongside content cycles
Give recurring invoice review a dependable place in the same rhythm as your publishing work.
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
A regular content cycle can leave operational reviews easy to postpone when they live in a separate routine.
- Create a recurring prompt to review invoice data.
- Reduce the chance a routine review gets skipped during publishing work.
- Bring returned invoice information into a Notis run report.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the scheduled outcome to Notis.
- 3Ask Notis to retrieve Dynamics invoices and summarize the returned results for review.
- 4Pick a Notis cron schedule and choose where run reports should go.
- 5Test with one real run and confirm the returned invoice data is useful.
Questions about this workflow
Does the workflow change invoices?
No. The selected action gets invoices; it does not create or update them.
Can it determine which invoices relate to a content cycle?
Only if the returned data or the instruction provides a reliable basis for that relationship. Otherwise, the results need human review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Dynamics365. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.