Run a scheduled Dynamics365 invoice review
Get a recurring billing snapshot without opening multiple records.
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 follow-up is easy to postpone when billing status is spread across CRM records.
- See billing work in one digest
- Surface unusual invoice states
- Reduce manual record checking
Setup
Build it in a few focused steps.
- 1Connect Dynamics365 in Notis once.
- 2Create an automation named Scheduled Invoice Review.
- 3Tell Notis to retrieve invoices and summarize exceptions, missing details, and follow-up items from the returned data.
- 4Choose a recurring schedule and select a report channel.
- 5Test it with one manual run.
Questions about this workflow
Can it identify overdue invoices?
Only when the invoice response includes dates or status information that supports that assessment.
Can I choose the review cadence?
Yes. Pick the recurring schedule during automation setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Dynamics365. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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 Tasks and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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