Create a Dynamics invoice from a billable deal
Reduce the gap between closing a deal and starting billing.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Why this helps
Billing can stall when invoice creation depends on a manual CRM handoff.
- Starts billing faster
- Reduces administrative delay
- Keeps deal and invoice context connected
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Dynamics365 in Notis once.
- 2Create an automation for billable deal invoicing.
- 3Tell Notis to create a Dynamics invoice only when a new Pipedrive deal meets your billing criteria and includes required details.
- 4Pick the New Deal Received trigger and choose a report channel.
- 5Test with one real deal.
Questions about this workflow
Can it avoid invoicing early stage deals?
Yes. State the exact stage or confirmation language to require.
What happens if billing data is incomplete?
Notis can report the missing information for manual completion.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Dynamics365. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
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.
Pipedrive and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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