Update Dynamics365 invoices with a webhook
Keep invoice records aligned with billing events from connected systems.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Invoice
Updates an existing invoice entity record in dynamics crm using the web api.
Why this helps
Invoice adjustments happen elsewhere and remain out of sync with Dynamics365.
- Reduce reconciliation work
- Keep invoice data current
- Create a clear exception path
Setup
Build it in a few focused steps.
- 1Connect Dynamics365 in Notis once.
- 2Create an automation that updates the matching invoice from an approved adjustment webhook payload.
- 3Choose a webhook trigger and provide its endpoint to the sending system.
- 4Select a report channel and test with one real adjustment event.
Questions about this workflow
Will it invent adjustment values?
No. The workflow should use only values supplied by the webhook payload.
Can failed matches be reviewed?
Yes. Ask Notis to report any payload that does not match an invoice.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Dynamics365. A trigger fires from one place; an action lands in another.
Outlook 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.
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Connect any two apps with Notis in the middle.
Outlook and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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