Create Dynamics invoices from content partnership details
Turn confirmed billing details from content partnerships into an invoice record in Dynamics.
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 details connected to content partnerships can require repeated entry before an invoice is recorded.
- Create invoice records from supplied billing details.
- Reduce re-entry between partnership work and CRM billing.
- Keep the billing handoff visible in Dynamics.
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 billing outcome to Notis.
- 3Ask Notis to create a Dynamics invoice only from complete, confirmed billing details supplied in the request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one valid real example and review the created invoice.
Questions about this workflow
Can the workflow fill in missing invoice details?
It should use only details supplied or available through connected data. Missing billing details must be provided before invoice creation.
Does this send an invoice to a customer?
The listed action creates a Dynamics invoice record. It does not describe sending an invoice.
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.
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Creates a text or attachment note, optionally linked to a supported record.
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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
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