Bring one invoice's context to your finance check-in
Before a recurring finance check-in, Notis can retrieve a Dynamics365 invoice and send its available details where you review run reports.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Dynamicscrm get a invoice
Dynamicscrm get a invoice
Why this helps
Looking up an invoice during a finance check-in can interrupt the conversation and derail your focus.
- Prepares a specific invoice for a planned review.
- Avoids last-minute navigation through CRM records.
- Keeps recurring finance check-ins more focused.
Setup
Build it in a few focused steps.
- 1Connect Chatforma and Dynamics365 to Notis once in the portal.
- 2Create a new automation or ask Notis to set it up in plain language.
- 3Tell Notis which Dynamics365 invoice to retrieve and ask it to share the available details before your check-in.
- 4Pick a recurring schedule and choose a channel for run reports.
- 5Verify one result against the invoice you intended to review.
Questions about this workflow
Does this create or edit the invoice?
No. It retrieves one invoice using the available invoice lookup action.
What if the invoice identifier is not available in the conversation?
Use a stable identifier in your instruction or choose a different workflow that retrieves the invoice list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chatforma to Dynamics365. A trigger fires from one place; an action lands in another.
Chatforma 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.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
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.
Chatforma and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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