Track invoice generation in customer activity logs
When a new invoice is generated in Epos Now, log an activity record on the contact profile in Microsoft Dynamics 365.
See all Microsoft Dynamics 365 + Epos Now integrations or talk to a human
4.9/5 on G2·
Google for Startups Accelerator
How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →
TriggersFires when a new lead or contact is created in Microsoft Dynamics 365.
Fires when a deal moves to a new stage in Microsoft Dynamics 365.
Fires when a deal is marked won in Microsoft Dynamics 365.
Fires when a field on a contact changes in Microsoft Dynamics 365.
Creates or updates a contact in Microsoft Dynamics 365.
Creates a new deal in Microsoft Dynamics 365.
Moves a deal to a new stage in Microsoft Dynamics 365.
Logs a call, email, or note against a record in Microsoft Dynamics 365.
Epos Now Explore Epos Now →
TriggersFires when a new customer is created in Epos Now.
Fires when a subscription is canceled in Epos Now.
Fires when a new invoice is generated in Epos Now.
Fires when a payment attempt fails in Epos Now.
Creates a new customer in Epos Now.
Creates a new subscription in Epos Now.
Cancels an existing subscription in Epos Now.
Updates a customer's billing details in Epos Now.
More Microsoft Dynamics 365 + Epos Now workflows
Convert won deals into paying customers
When a deal is marked won in Microsoft Dynamics 365, automatically create a new customer in Epos Now to start subscription billing.
See details
Log canceled subscriptions on CRM deals
When a subscription is canceled in Epos Now, update the deal stage in Microsoft Dynamics 365 so sales reps can attempt churn recovery.
See details
See all Microsoft Dynamics 365 + Epos Now integrations → · Browse the full workflow library →
Common questions
Can Knit build “Track invoice generation in customer activity logs” between Microsoft Dynamics 365 and Epos Now?
Yes — describe it in the box above and Knit's Integrations Agent researches Microsoft Dynamics 365 and Epos Now's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Epos Now and Microsoft Dynamics 365 help sales teams?
Sales representatives can track subscriber status, renewals, and churn directly within Microsoft Dynamics 365 without needing access to financial tools.
Can a won deal automatically convert into an active billing customer?
Yes, winning a deal in Microsoft Dynamics 365 can instantly create a corresponding customer account in Epos Now to streamline invoicing.