Start invoice creation from a HubSpot deal milestone
When a deal reaches the stage your team uses to begin invoicing, Notis can create an invoice record in Dynamics 365.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Why this helps
The move from a won deal to invoicing adds another manual CRM step at a busy handoff point.
- Start invoice record creation from a stage your team recognizes.
- Reduce manual entry of available deal information.
- Send run reports to a channel chosen during setup.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to create a Dynamics 365 invoice when a deal enters your invoicing stage, using only available required details.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal that has the details needed for an invoice.
Questions about this workflow
Will it calculate invoice amounts or taxes?
The listed event and action descriptions do not specify calculation behavior. Include reliable values in the available deal data or provide the required details in your process.
What if the deal lacks invoice information?
Specify how Notis should handle missing details in your instruction. The workflow should not invent amounts or other invoice data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Dynamics365. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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