Find invoice exceptions before they become surprises
Spend review time on the few invoices that need a decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all invoices action
Get all invoices action
Why this helps
Invoice backlogs are hard to spot when every record receives the same manual review.
- Focuses attention on exceptions
- Creates a repeatable finance check
- Reduces spreadsheet based reviews
Setup
Build it in a few focused steps.
- 1Connect Dynamics365 in the Notis portal.
- 2Create an automation that gets all invoices and flags exceptions using the status, dates, amounts, or rules you provide.
- 3Pick a recurring Notis schedule as the trigger.
- 4Choose a report channel and test with one current invoice run.
Questions about this workflow
Can it determine whether an invoice is overdue?
Yes when the returned invoice data includes the needed dates and status. Otherwise, provide the missing baseline or rule.
Will it change invoices automatically?
No. This workflow reports exceptions using the get all invoices action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Dynamics365. A trigger fires from one place; an action lands in another.
Fireflies 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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When this happens · Trigger
Do this · Action
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