Carry confirmed invoice corrections into Dynamics 365
When a correction is clearly agreed in Slack, Notis can update the matching Dynamics 365 invoice using the details available in the discussion.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Update Invoice
Updates an existing invoice entity record in dynamics crm using the web api.
Why this helps
Finance corrections can get stuck in chat while the invoice record remains unchanged.
- Keep invoice records aligned with confirmed corrections.
- Reduce repeated checking between chat and finance records.
- Make correction follow-through easier to complete.
Setup
Build it in a few focused steps.
- 1Connect Slack and Dynamics 365 to Notis once in the portal.
- 2Create an automation and describe in plain language what counts as a confirmed correction and how Notis should identify and update the invoice.
- 3Choose Slack Channel Message Received, select a channel for run reports, and test with one genuine correction discussion.
Questions about this workflow
Can Notis distinguish a proposal from an agreed correction?
State that only explicit, confirmed corrections should update the invoice.
What if important details are missing?
Ask Notis to use only supported details from the conversation and report when it lacks enough context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Dynamics365. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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