Reconcile Dynamics365 invoices with billing slides
Find invoice mismatches before they become customer facing problems.
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
Billing discrepancies are expensive when presentation approvals and invoice records drift apart.
- Catches mismatches earlier
- Supports finance reviews
- Reduces surprise corrections
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Dynamics365 in Notis.
- 2Create the automation and describe the invoice comparison and reporting outcome.
- 3Choose a Notis cron trigger and set the recurring schedule.
- 4Select where reconciliation reports should go.
- 5Run one test cycle using a current billing deck.
Questions about this workflow
Does this change invoices automatically?
No. This workflow retrieves invoices and reports differences unless you explicitly instruct another action.
What baseline should it use?
Specify the billing deck or slide source that represents the expected values.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Dynamics365. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
Google Slides and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.