Create invoices from parsed billing requests
Move billing details into Dynamics with a clear record of what the source provided.
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
Re-entering billing details from documents can slow invoicing and make missing information harder to spot.
- Create an invoice from a submitted parsed billing request.
- Use the available request details to support review.
- Reduce manual re-entry for routine billing intake.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Dynamics 365 once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3Ask Notis in one instruction to create a Dynamics invoice only when the submitted billing request supplies the necessary details, and report any missing information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real billing request and review the created invoice.
Questions about this workflow
Can the workflow fill in missing invoice details?
Only when the missing information is available in the request or parsed data. Tell Notis to report missing required details rather than guess.
Will this send an invoice to a customer?
The selected action creates an invoice record. It does not describe sending the invoice to a customer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Dynamics365. A trigger fires from one place; an action lands in another.
Airparser 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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Connect any two apps with Notis in the middle.
Airparser and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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