Reflect billing corrections in Dynamics 365 invoices
When a Linear issue records an approved invoice correction, Notis can update the related invoice with its context.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Update Invoice
Updates an existing invoice entity record in dynamics crm using the web api.
Why this helps
Billing decisions made during issue resolution can be forgotten when the invoice record stays untouched.
- Keep invoice records aligned with approved decisions.
- Retain useful correction context alongside billing work.
- Reduce the number of manual finance follow-ups.
Setup
Build it in a few focused steps.
- 1Connect Linear and Dynamics 365 to Notis once through the portal.
- 2Create a plain-language instruction asking Notis to update the related invoice only for approved billing corrections documented in an issue.
- 3Select the Linear Issue Updated trigger and choose a channel for run reports.
- 4Test with one real approved correction and verify the intended invoice.
Questions about this workflow
Will an unapproved request change an invoice?
State clearly in the prompt that only approved billing changes should update the invoice.
Does this make a new invoice?
No. This workflow updates a related existing invoice.
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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