Create Dynamics invoices from Canvas billing uploads
Turn submitted billing paperwork into a reviewable invoice record.
Trigger
New Canvas File Upload
Polls a Canvas course for new file uploads.
Action
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Why this helps
Invoices and purchase documents can sit unnoticed in course files until a payment deadline is close.
- Finds billing documents sooner
- Creates a reviewable finance record
- Reduces deadline surprises
Setup
Build it in a few focused steps.
- 1Connect Canvas and Dynamics365 once in the Notis portal.
- 2Create an automation for billing document review.
- 3Describe that Notis should inspect each new file upload and create a Dynamics invoice only when it is clearly billing related.
- 4Pick New Canvas File Upload as the trigger and choose a report channel.
- 5Test with one real uploaded file.
Questions about this workflow
Will it create invoices from every file?
No. Instruct Notis to recognize billing documents and flag uncertain files for review.
Can it handle missing invoice data?
Notis can report missing amounts, dates, or parties before creating the invoice record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Dynamics365. A trigger fires from one place; an action lands in another.
Canvas 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 Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
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Creates a new lead entity record in dynamics crm using the web api.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
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Creates a new opportunity entity record in dynamics crm using the web api.
New Canvas File Upload
Polls a Canvas course for new file uploads.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Canvas and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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