Create Dynamics365 invoices from complete Zendesk billing requests
Reduce billing handoff time when customers ask for an invoice through support.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Why this helps
Billing requests sit in support while finance waits for a separate manual handoff.
- Shortens billing response time
- Preserves customer request context
- Reduces repeated data entry
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dynamics365 once in the Notis portal.
- 2Create an automation named billing request to invoice.
- 3Tell Notis to create an invoice only when the ticket has validated customer, product, amount, and billing details.
- 4Pick the New Zendesk Ticket trigger and choose where reports go.
- 5Test with one complete billing ticket.
Questions about this workflow
Will it guess missing amounts?
No. Tell Notis to stop and report missing invoice details instead of guessing.
Can it handle invoice copies?
Use a separate instruction for retrieval requests, while this workflow focuses on creating invoices.
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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