Prepare invoice follow-up in Dynamics365
A scheduled review keeps payment follow-up moving without mental overhead.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Invoice
Updates an existing invoice entity record in dynamics crm using the web api.
Why this helps
Small overdue invoice tasks accumulate until cash flow feels urgent.
- Keep collections visible
- Reduce missed follow-ups
- Create a consistent finance rhythm
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Dynamics365 in Notis.
- 2Create and name the automation.
- 3Tell Notis to review invoices and update qualifying Dynamics365 invoice records with follow-up context.
- 4Pick a recurring Notis schedule.
- 5Choose a report channel and test with one scheduled run.
Questions about this workflow
Which invoices will be updated?
State the criteria in your prompt, such as overdue or awaiting customer response.
Can I receive a summary too?
Yes. Ask Notis to include a report after the updates run.
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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