Update Dynamics365 invoices from slide updates
Keep finance records aligned when pricing or billing decisions change in a deck.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Update Invoice
Updates an existing invoice entity record in dynamics crm using the web api.
Why this helps
Invoice updates are easy to miss when changes are discussed in presentations.
- Reduces billing discrepancies
- Keeps finance context current
- Creates a clear update trail
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Dynamics365 in Notis.
- 2Create a named automation.
- 3Tell Notis to match new billing changes to the correct invoice and append or update the stated details.
- 4Select New Slide Added and choose a report destination.
- 5Test with a real invoice change slide.
Questions about this workflow
Can it update only explicit changes?
Yes. Tell Notis to ignore commentary and apply only clearly stated billing changes.
What if several invoices are referenced?
Notis can process each identifiable invoice and report ambiguous matches.
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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