Keep invoice review decisions connected to Dynamics 365
A designated reaction on an invoice review can prompt Notis to update the matching Dynamics 365 invoice with the decision from the conversation.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Action
Update Invoice
Updates an existing invoice entity record in dynamics crm using the web api.
Why this helps
Invoice review conclusions can be separated from the record that needs to reflect them.
- Keep invoice records closer to team review decisions.
- Reduce manual updates after a review conversation.
- Make follow-through more visible and consistent.
Setup
Build it in a few focused steps.
- 1Connect Slack and Dynamics 365 once through the Notis portal.
- 2Create an automation with a plain-language instruction specifying the review reaction and how to identify and update the invoice.
- 3Select Slack Message Reaction Added, choose a run-report channel, and test with one real invoice review discussion.
Questions about this workflow
How can Notis tell which invoice to update?
Instruct the team to include a clear invoice reference in the message or thread, and tell Notis how to use it.
Can a review reaction be restricted to one channel?
The reaction trigger supports optional channel filtering.
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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