Bring attributed sales into Dynamics invoicing
Connect campaign attribution to the invoicing workflow when the sales and billing details are ready.
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
Campaign-attributed sales details can be separated from billing operations, creating extra reconciliation and repeated data entry.
- Use supplied attribution and transaction data to prepare invoice records.
- Keep the CRM and campaign context closer together.
- Avoid creating invoices from incomplete sales signals.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for attributed sale invoicing.
- 3Tell Notis in one instruction what complete sale data qualifies for an invoice and where the required account, product, amount, and billing details come from.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real, complete transaction and verify invoice details in Dynamics.
Questions about this workflow
Can AimTell campaign activity supply all invoice details?
The context does not establish that. Provide transaction and billing details from an appropriate source; campaign attribution alone is not enough to create an accurate invoice.
Will the automation make billing decisions?
It should follow the explicit completeness and eligibility rules you provide. Review those rules and test with a real example before relying on the records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Dynamics365. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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