Make invoice review easier to remember
A recurring invoice check can reduce last-minute surprises. Notis can retrieve your Dynamics 365 invoices on a schedule for a focused review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all invoices action
Get all invoices action
Why this helps
Billing reviews often get bumped by urgent work when there is no dependable cue to check the invoice list.
- Creates a routine reminder to look over invoices.
- Reduces ad hoc CRM visits to check billing records.
- Helps keep billing administration visible among other work.
Setup
Build it in a few focused steps.
- 1Connect Dynamics 365 to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to retrieve Dynamics 365 invoices on a recurring schedule.
- 3Choose a recurring schedule trigger and select where run reports should go.
- 4Test one run and check that the retrieved invoices support your review.
Questions about this workflow
Does the workflow create or send invoices?
No. The selected action retrieves invoices for review.
Can I choose when it runs?
Yes. Choose a recurring schedule trigger that fits your review routine.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.