Create invoices from approved Linear billing work
Once an issue records an approved billing request, Notis can create the corresponding Dynamics 365 invoice.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Why this helps
Approved billing work can wait in the task queue while someone remembers to create the invoice.
- Reduce delay between billing approval and invoice creation.
- Keep the source request context available for finance review.
- Make a recurring administrative handoff easier to remember.
Setup
Build it in a few focused steps.
- 1Connect Linear and Dynamics 365 to Notis once through the portal.
- 2Write a single prompt instructing Notis to create an invoice only for completed, approved billing requests documented in new issues.
- 3Choose the Linear Issue Created trigger and set a channel for run reports.
- 4Test with one real approved request and review the resulting invoice.
Questions about this workflow
Will a pending billing request create an invoice?
The prompt should require both completion and approval before creating the invoice.
Does this workflow verify invoice details?
Review the resulting record as part of your normal billing process and make the prompt explicit about the available source context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Dynamics365. A trigger fires from one place; an action lands in another.
Linear 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.
Comment Received Trigger
Triggered when a comment is received.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Issue Created Trigger
Triggered when a new issue is created.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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