Create a Dynamics invoice when an Airwallex payment settles
Send a payment notification to Notis and let it prepare the matching invoice 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
Rekeying payment details into CRM creates busywork and leaves billing records behind.
- Reduce manual invoice entry
- Keep payment and customer context together
- Create a consistent invoice record from each eligible notification
Setup
Build it in a few focused steps.
- 1Connect Airwallex and Dynamics365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, tell Notis to create a Dynamics invoice from the payment details in the incoming request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real payment example and check the Dynamics invoice.
Questions about this workflow
What information should the webhook include?
Include the payment details, customer identity, currency, amount, and any invoice line information needed to create a useful Dynamics invoice.
Does this reconcile or settle the invoice in Dynamics?
No. The available action creates an invoice record. Reconciliation or payment status updates require supported details and a separate action.
When this happens · Trigger
Do this · Action
Create a new invoice.
Supported Triggers and Actions
Notis builds workflows that link Airwallex to Dynamics365. A trigger fires from one place; an action lands in another.
Airwallex triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Retrieves one page of Dynamics 365 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.
Add Contact to Account
Links an existing contact to an existing account, replacing the contact’s current parent customer.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Assign User Security Role
Assigns a security role to a system user; requires administrator privileges and changes their permissions.
Create Case
Creates a new case in Dynamics CRM.
Create Product
Creates a catalog product and returns its selected representation.
Connect any two apps with Notis in the middle.
Airwallex and Dynamics365, or any other combination from 1,600+ 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.