Create Dynamics365 invoices from Typeform billing requests
Turn a completed billing request into an invoice draft while the details are still easy to verify.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Why this helps
Billing requests need manual copying before finance can begin reviewing them.
- Starts invoice preparation sooner
- Keeps submitted billing context available
- Highlights incomplete requests for review
Setup
Build it in a few focused steps.
- 1Connect Typeform and Dynamics365 in Notis once.
- 2Create an automation named Billing request invoice.
- 3In one instruction, ask Notis to create an invoice from complete requests and report missing details.
- 4Choose Typeform New Form Response and a report channel.
- 5Test with one real billing request before relying on it.
Questions about this workflow
Does this calculate taxes automatically?
Only if the connected Dynamics365 action and supplied data support it. Otherwise ask Notis to report missing pricing or tax information.
Can incomplete requests be held?
Yes. Instruct Notis to report them for review instead of creating an invoice.
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.
Create Account
Creates a new account entity record in dynamics crm using the web api.
New Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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