Fetch a Dynamics365 invoice when a review starts
Start with the exact invoice context your workflow needs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Dynamicscrm get a invoice
Dynamicscrm get a invoice
Why this helps
People spend time locating invoice details before they can answer a billing question.
- Reduce lookup time
- Give responses accurate context
- Start reviews from one event
Setup
Build it in a few focused steps.
- 1Connect Notis and Dynamics365 in the portal once.
- 2Create an automation named Invoice Context Lookup.
- 3Tell Notis to retrieve the invoice identified by each webhook and summarize the relevant context for the next step.
- 4Choose a webhook trigger and select a report channel.
- 5Test it with one real invoice identifier.
Questions about this workflow
What must the webhook include?
It must identify the invoice clearly enough for Dynamics365 to retrieve it.
Does this update the invoice?
No. This workflow retrieves invoice details for analysis or a downstream response.
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.
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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.
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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
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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
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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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