Bring successful Stripe invoice payments into Dynamics 365
Keep a Dynamics 365 invoice record tied to each successful Stripe invoice payment event, using the information available from Stripe.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Why this helps
Billing updates across separate systems can leave finance and sales teams unsure whether a payment has been recorded.
- Create a Dynamics 365 invoice record after a successful Stripe invoice payment.
- Reduce manual transfer of available billing details.
- Make payment-related records easier for your team to find in Dynamics 365.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Dynamics 365 in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Dynamics 365 invoice record when an invoice payment succeeds, using only available invoice and customer details.
- 4Pick Stripe's Invoice Payment Succeeded trigger and choose where run reports should go.
- 5Test with one real successful invoice payment and review the Dynamics 365 record.
Questions about this workflow
Does this update an existing Dynamics 365 invoice?
No. This workflow uses the Create Invoice action, so it creates a record. Use it only when a new record is appropriate for your process.
Does it mark a Stripe invoice as paid in Dynamics 365?
The action creates a Dynamics 365 invoice record. Describe the desired payment context in the instruction, and Notis can include information available from Stripe.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Dynamics365. A trigger fires from one place; an action lands in another.
Stripe 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.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Product Created Trigger
Triggered when a product is created in Stripe
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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.
Stripe and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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