Overview:
The PTCB CRM is now integrated with Invoiced, an A/R system which is used for Accounts to pay invoices. The goal of the integration was to allow seamless login for account managers between the PTCB portal and Invoiced, and to enable real-time invoice payment status updates in Dynamics.
This article will cover how Account Managers can log in to Invoiced using the Magic Link capability, and how invoice statuses will be communicated and updated in both systems.
Part 1: Invoiced SSO
Cobalt CRM added magic links to the Session Information API response, so that PTCB Account Managers can seamlessly log into the Invoiced portal from the PTCB portal. Orases is responsible for surfacing the link to Invoiced on the PTCB portal.
To utilize the SSO, the data pre-requisite is as follows:
- An Account Manager who is related to an Account, where the Invoiced Customer Id value matches the "Customer ID" value in Invoiced
Part 2: The Invoiced Integration - Updating the Master Invoice.
In the PTCB CRM, when an invoice's status is set to "Paid" in Invoiced, we now update the corresponding Master Invoice status reason to "Paid" along with the child invoices.
The new integration enables the Cobalt CRM to receive and process Master Invoice payment notifications from Invoiced through a secure webhook integration. The endpoint validates each request using the shared webhook secret, ensures the event type is invoice.paid, and confirms that the invoice ID sent by Invoiced matches a Master Invoice Number in Dynamics.
Then, Azure processes queued messages and updates the CRM record by marking the corresponding Master Invoice as Paid.