Prepare invoices for approved work tied to search opportunities
Keep approved work moving from search-driven sales activity into Dynamics billing, with required details checked first.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Invoice
Create a new invoice.
Why this helps
Approved search-related services can stall when invoice preparation is separated from sales follow-up.
- Surface work ready for billing during a regular review.
- Require supplied billing details before creating an invoice.
- Keep the originating search opportunity visible in context.
Setup
Build it in a few focused steps.
- 1Connect Ahrefs and Dynamics365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review the supplied approved work records related to Ahrefs opportunities and create a Dynamics invoice only when all required billing details and approval are present; otherwise report what is missing.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real approved work item and verify the invoice details.
Questions about this workflow
Can Ahrefs provide invoice details?
Ahrefs provides SEO research context, not billing approval or complete invoice data. Supply approved work and the required billing details from your business process.
Will the workflow invent a price or customer?
It should create an invoice only when those required details are supplied and verified. Otherwise the instruction should have Notis report what is missing.
Why use a schedule for this workflow?
A recurring review can check a supplied set of approved work for billing readiness without relying on a nonexistent Ahrefs trigger event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ahrefs to Dynamics365. A trigger fires from one place; an action lands in another.
Ahrefs 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.
Ahrefs and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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