Turn approved billing requests into invoices
Send Notis the approved billing details and it creates a Dynamics 365 invoice for the next step in your process.
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 handoffs add friction when approved details must be re-entered into the CRM before invoicing work can continue.
- Create an invoice from information supplied with the request.
- Reduce repetitive entry after billing approval.
- Keep invoice creation tied to an explicit handoff.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Dynamics365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis what invoice outcome you need.
- 3In one instruction, ask Notis to create a Dynamics 365 invoice from supplied billing details when the request indicates approval.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real approved billing request and verify the invoice record.
Questions about this workflow
Does this workflow send an invoice to a customer?
No. The listed action creates an invoice record in Dynamics 365. Sending or delivering an invoice is not specified.
What if billing details are incomplete?
Provide the required information from your process and verify the result. Do not assume Notis or Dynamics 365 can fill in missing billing data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Dynamics365. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Create Account
Create a new account record.
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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.
Anthropic administrator and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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