Track invoice generation in customer activity logs
When a new invoice is generated in Trolley, log an activity record on the contact profile in Microsoft Dynamics 365.
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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.
Trolley Explore Trolley →
TriggersFires when a new customer is created in Trolley.
Fires when a subscription is canceled in Trolley.
Fires when a new invoice is generated in Trolley.
Fires when a payment attempt fails in Trolley.
Creates a new customer in Trolley.
Creates a new subscription in Trolley.
Cancels an existing subscription in Trolley.
Updates a customer's billing details in Trolley.
Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →
TriggersFires when a new contact or lead is added to Microsoft Dynamics 365.
Fires when a field on a contact changes in Microsoft Dynamics 365.
Fires when a deal, case or record moves to a new stage in Microsoft Dynamics 365.
Fires when a deal is marked won in Microsoft Dynamics 365.
Creates or updates a contact in Microsoft Dynamics 365.
Creates a new deal in Microsoft Dynamics 365.
Moves a deal or record to a new stage in Microsoft Dynamics 365.
Logs a call, email, or note against a record in Microsoft Dynamics 365.
More Trolley + Microsoft Dynamics 365 workflows
Convert won deals into paying customers
When a deal is marked won in Microsoft Dynamics 365, automatically create a new customer in Trolley to start subscription billing.
See details
Log canceled subscriptions on CRM deals
When a subscription is canceled in Trolley, update the deal stage in Microsoft Dynamics 365 so sales reps can attempt churn recovery.
See details
See all Trolley + Microsoft Dynamics 365 integrations → · Browse the full workflow library →
Common questions
Can Knit build “Track invoice generation in customer activity logs” between Trolley and Microsoft Dynamics 365?
Yes — describe it in the box above and Knit's Integrations Agent researches Trolley and Microsoft Dynamics 365'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 Trolley 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 Trolley to streamline invoicing.