See your Dynamics invoice list in a regular brief
Notis retrieves invoices from Dynamics 365 on a schedule and reports what the action returns, giving you a steady review point.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all invoices action
View all invoices.
Why this helps
Invoice checks become another task to remember when the relevant list is only reviewed manually.
- Create a predictable routine for invoice review.
- Summarize the invoice information returned by Dynamics 365.
- Reduce manual navigation for recurring checks.
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 overview to prepare.
- 3In one instruction, ask Notis to retrieve invoices from Dynamics 365 and summarize the returned information.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify that the report matches the returned invoices.
Questions about this workflow
Does this action return every invoice?
The action retrieves invoices, but the available description does not specify pagination or filters. Base the report on what the action returns.
Can it identify overdue invoices?
Only if the returned information includes due dates and status, and you specify the criteria to use.
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.
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.
Anthropic administrator and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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