Update invoice records from billing emails
Move invoice-related changes from email into the record your team checks for billing context.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Update Invoice
Updates an existing invoice entity record in dynamics crm using the web api.
Why this helps
Changes mentioned in billing email can be missed when the invoice record remains out of date.
- Reduce manual invoice record maintenance.
- Keep billing context connected to the relevant invoice.
- Make stated updates easier to find in the CRM.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Dynamics 365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to create one.
- 3In one instruction, ask Notis to identify invoice-related updates, match the existing invoice, and apply only details explicitly stated in the email.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real billing email and verify the correct invoice was updated.
Questions about this workflow
Can it determine which invoice to update?
It can use identifiers available in the email or connected data. Ask Notis to flag ambiguous matches for review.
Will it make up missing invoice information?
No. Keep the instruction limited to changes explicitly stated or available in connected data, and review important billing updates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Dynamics365. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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