Check a Dynamics365 invoice automatically
Keep a high priority invoice visible without repeated CRM searches.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Dynamicscrm get a invoice
Dynamicscrm get a invoice
Why this helps
Time sensitive invoices can require repeated checks that are easy to forget.
- Keep critical billing visible
- Prepare customer conversations
- Reduce repeated CRM searches
Setup
Build it in a few focused steps.
- 1Connect Notis and Dynamics365 in the portal.
- 2Create an automation naming the invoice and desired check.
- 3Choose the Notis cron trigger and set the recurring schedule.
- 4Choose a report channel for the check report.
- 5Run one test check and confirm the details.
Questions about this workflow
Can this monitor a payment milestone?
Yes. Ask Notis to report the invoice status relevant to that milestone.
What identifier should I provide?
Use the invoice identifier or stable details that uniquely identify the record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Dynamics365. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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