Update a Dynamics365 invoice from a revised OneDrive file
Billing documents change. Keep the invoice record aligned while the correction is still easy to understand.
Trigger
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Action
Update Invoice
Updates an existing invoice entity record in dynamics crm using the web api.
Why this helps
Invoice records and supporting documents drift apart after revisions.
- Reduce billing mismatches
- Capture revision context
- Keep invoice records current
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Dynamics365 once in the Notis portal.
- 2Create an automation that updates the matching invoice from meaningful file revisions.
- 3Pick the File Updated trigger.
- 4Choose where reports go and test with one revised billing file.
Questions about this workflow
Can it summarize the revision?
Yes. Ask Notis to summarize the relevant billing change before updating the invoice.
What if the file is unrelated?
Include a file location or naming rule in the instruction so Notis can focus on relevant documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Dynamics365. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.