Create Dynamics365 invoices from billing slides
Convert approved billing context into an invoice record while details are still easy to verify.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Why this helps
Billing instructions in decks create delays when someone must re-enter them later.
- Reduces billing delays
- Creates an audit friendly record
- Cuts manual re-entry
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Dynamics365 once.
- 2Create the automation in Notis.
- 3Tell Notis to create an invoice only from approved billing details on a new slide.
- 4Pick New Slide Added and choose the report channel.
- 5Test with one approved billing slide.
Questions about this workflow
Can it wait for approval language?
Yes. Include the exact approval condition in the instruction.
What if tax or payment terms are absent?
Notis can report missing fields and avoid creating an incomplete invoice.
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
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