Give a specific invoice a regular check-in
When a particular invoice needs attention, a recurring Notis run can retrieve its Dynamics 365 record so it is easier to review on time.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Dynamicscrm get a invoice
Dynamicscrm get a invoice
Why this helps
Remembering to reopen one invoice at the right moment can be surprisingly easy to lose among other tasks.
- Creates a repeatable prompt to revisit a particular invoice.
- Reduces the effort of finding the record from scratch.
- Keeps a follow-up item visible in a predictable routine.
Setup
Build it in a few focused steps.
- 1Connect Dynamics 365 to Notis once through the portal.
- 2Create an automation or ask Notis to retrieve the relevant Dynamics 365 invoice on a recurring schedule, identifying it in the prompt context.
- 3Select a recurring schedule trigger and choose a channel for run reports.
- 4Test with one real invoice identifier available to the workflow and review the returned details.
Questions about this workflow
Can this find any invoice without context?
The action retrieves an invoice record. The prompt needs enough context to identify the invoice you want checked.
Does it change the invoice?
No. This workflow uses the retrieve action and does not update the record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Dynamics365. A trigger fires from one place; an action lands in another.
Telegram 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 Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
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.
Telegram and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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