Handle routine invoice updates with a clear prompt
For a known invoice and a defined recurring rule, Notis can update its Dynamics365 record on schedule and report the run.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Invoice
Updates an existing invoice entity record in dynamics crm using the web api.
Why this helps
Small recurring invoice maintenance tasks are easy to forget when they depend on remembering a calendar reminder and a CRM visit.
- Makes a defined recurring record update easier to remember.
- Reduces the number of separate reminders and CRM visits.
- Provides a run report after the scheduled action.
Setup
Build it in a few focused steps.
- 1Connect Chatforma and Dynamics365 to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Write one instruction naming the invoice and the specific update rule Notis should apply when the schedule runs.
- 4Select the recurring schedule trigger and choose where run reports should go.
- 5Test the instruction with a real invoice and verify the intended change.
Questions about this workflow
Can this decide invoice changes without a clear rule?
Provide a specific update rule in the prompt and confirm the result during a real example test.
Can I use it for a one-off correction?
A recurring schedule is intended for repeated work; describe a webhook-based workflow for event-driven corrections.
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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