Create a Dynamics 365 invoice from an Asana billing task
Put the billing request in Asana and let Notis prepare the invoice record from the available details.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Why this helps
Invoice requests can wait in project tasks while the same information is re-entered into Dynamics 365.
- Reduce retyping between billing requests and CRM.
- Keep invoice creation tied to the original work request.
- Make missing billing details visible through a defined prompt.
Setup
Build it in a few focused steps.
- 1Connect Asana and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create an invoice for new Asana billing tasks and specify the required details and handling for anything missing.
- 4Choose the Asana New Task Created trigger and select a channel for run reports.
- 5Test with one real billing task and review the invoice record.
Questions about this workflow
What billing information must be in the task?
Provide the customer, amounts, dates, and other details required by your Dynamics 365 invoice process. Notis cannot fill absent billing facts.
Will this create an invoice for every new task?
Use the prompt to define which tasks are billing requests. Validate that decision with a billing task and an unrelated task.
Can it check whether an invoice already exists?
The selected action creates an invoice. It does not itself establish that no matching invoice exists.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Dynamics365. A trigger fires from one place; an action lands in another.
Asana triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New Task Created
Triggers when a new task is created in a project.
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Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Create Opportunity
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Task Updated
Triggers when a task is updated in a project.
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Connect any two apps with Notis in the middle.
Asana and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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