Create a Dynamics365 invoice from an approved billing event
Send one approved billing event to Notis and let it create the invoice record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Why this helps
Approved billing events sit between systems while someone manually creates the invoice.
- Shorten billing handoff time
- Create consistent invoice records
- Keep billing events traceable
Setup
Build it in a few focused steps.
- 1Connect Notis and Dynamics365 in the portal once.
- 2Create an automation named Approved Billing to Invoice.
- 3Tell Notis to create a Dynamics365 invoice from each approved billing webhook and report missing information.
- 4Choose a webhook trigger and select a report channel.
- 5Test it with one approved billing payload.
Questions about this workflow
Can the webhook represent an external billing system?
Yes. Send an approved billing event with enough identifying and amount details for Dynamics365.
What happens when required data is absent?
Notis reports the missing information instead of inventing invoice values.
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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New Task List Created
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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.
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Task Updated
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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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