Get a focused invoice detail brief
The invoice details you need arrive before the review meeting.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Dynamicscrm get a invoice
Dynamicscrm get a invoice
Why this helps
Finding one invoice repeatedly creates avoidable context switching.
- Prepare for reviews faster
- Reduce CRM searching
- Keep important invoices visible
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Dynamics365 in Notis.
- 2Create and name the automation.
- 3Tell Notis which Dynamics365 invoice to retrieve and what details to summarize.
- 4Pick a recurring Notis schedule.
- 5Choose a report channel and test with one scheduled run.
Questions about this workflow
Can the invoice change over time?
Yes. The scheduled run retrieves the current record details available in Dynamics365.
Does it update the invoice?
No. This workflow retrieves and reports invoice information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Dynamics365. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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