Review Dynamics365 invoices on a schedule
Get a focused invoice review before small finance tasks become urgent.
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 records are spread across a busy finance queue.
- Surfaces invoice priorities
- Reduces manual CRM scanning
- Creates a consistent review rhythm
Setup
Build it in a few focused steps.
- 1Connect Dynamics365 in Notis once.
- 2Create an automation named Scheduled invoice review.
- 3Describe which invoices to inspect and how to summarize overdue or incomplete records.
- 4Choose a recurring Notis cron trigger and select a report channel.
- 5Run one test review and verify the findings.
Questions about this workflow
What counts as overdue?
Define the status or date rule in the instruction, using information available from Dynamics365.
Will this change invoices?
No. This workflow reports findings using the get all invoices action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Dynamics365. A trigger fires from one place; an action lands in another.
Typeform 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.
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Creates a new contact entity record in dynamics crm using the web api.
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Creates a new invoice entity record in dynamics crm using the web api.
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Connect any two apps with Notis in the middle.
Typeform and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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