Keep invoice records accurate from WhatsApp
Resolve billing corrections where customers already communicate.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Update Invoice
Updates an existing invoice entity record in dynamics crm using the web api.
Why this helps
Small billing corrections get delayed when they live only in chat.
- Reduce billing errors
- Shorten correction cycles
- Keep an evidence trail
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Dynamics365 in Notis.
- 2Create an automation named WhatsApp invoice correction.
- 3Tell Notis to update the matching invoice only when the message clearly provides a verified correction, and include the stated evidence in the report.
- 4Pick New WhatsApp Message Received as the trigger and choose a report channel.
- 5Test with a genuine billing correction.
Questions about this workflow
Will it change amounts automatically?
Only instruct it to do so when the message contains an explicit, verifiable amount and invoice reference.
What if the invoice reference is missing?
Ask Notis to report the message for review instead of guessing the invoice.
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
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