Update Dynamics365 invoices from verified Zendesk corrections
Keep invoice records aligned when customers report billing changes.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Update Invoice
Updates an existing invoice entity record in dynamics crm using the web api.
Why this helps
Billing corrections can be acknowledged in support but remain unresolved in finance records.
- Keeps billing records current
- Reduces correction backlog
- Creates an auditable support link
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dynamics365 once in the Notis portal.
- 2Create an automation named billing correction to invoice.
- 3Tell Notis to find the related invoice and apply only verified corrections stated in the ticket.
- 4Pick the New Zendesk Ticket trigger and select a report channel.
- 5Test with one approved correction request.
Questions about this workflow
Can it update payment status?
Only if the target action and available invoice fields support it and your instruction names the verified status.
What if the ticket is not verified?
Tell Notis to report it for approval and leave the invoice unchanged.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Dynamics365. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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