Review Dynamics invoices without the spreadsheet hunt
Know which invoices need attention before they become problems.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all invoices action
Get all invoices action
Why this helps
Invoice follow up is easy to postpone when information is spread across screens.
- Find billing exceptions sooner
- Reduce manual checking
- Create a clear follow up list
Setup
Build it in a few focused steps.
- 1Connect Dynamics365 in Notis.
- 2Create an automation named Weekly invoice review.
- 3Tell Notis to get all invoices and summarize those needing follow up according to your stated rules.
- 4Choose a recurring schedule trigger and set the review cadence.
- 5Choose a report channel and test one scheduled run.
Questions about this workflow
What invoice rules can I use?
Use rules based on age, status, amount, or any information present in Dynamics365.
Can it update invoices too?
This workflow reports findings. Use an update workflow when a specific correction is confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Dynamics365. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
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.
Timelinesai 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.