Keep recurring invoice creation from relying on memory
For a predictable service milestone, let Notis create the corresponding Dynamics365 invoice on schedule and report the result.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Why this helps
Recurring billing administration can slip when it lives in someone's memory alongside many other founder tasks.
- Creates a repeatable starting point for scheduled invoice work.
- Reduces reliance on remembering each recurring milestone.
- Keeps the action and run report in one automation.
Setup
Build it in a few focused steps.
- 1Connect Chatforma and Dynamics365 to Notis once in the portal.
- 2Open a new automation in the portal or ask Notis to create one.
- 3In one prompt, describe the recurring service milestone and the invoice Notis should create when it occurs.
- 4Choose a recurring schedule trigger and a channel for run reports.
- 5Test with one invoice example and confirm its details in Dynamics365.
Questions about this workflow
Should this be used when invoice details vary each cycle?
Only if the instruction clearly describes how to determine each invoice's details; test before relying on recurring creation.
Can a Chatforma chat initiate this recurring invoice?
This specific workflow uses a Notis schedule. A Chatforma backend can instead send an event to a Notis webhook.
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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