Send approved invoice follow ups on time
Turn an approved collection decision into a polished email without another handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Invoice Message
Tool to send an invoice message to recipients via email. Use when you need to email an invoice to clients with customizable subject, message content, and options to send a copy to yourself or attach a PDF.
Why this helps
The team agrees to follow up, but the message waits in a task list or draft folder.
- Shorten collection delays
- Keep messaging consistent
- Remove manual sending steps
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Clientary in Notis once.
- 2Create an automation named Approved Invoice Follow Up.
- 3Tell Notis to send a Clientary invoice message for each approved webhook, using the supplied recipient, subject, message, and attachment preference.
- 4Choose the webhook trigger and report channel.
- 5Test with one approved invoice payload.
Questions about this workflow
Can this send an invoice PDF?
Yes, instruct Notis to use the attachment option when the payload confirms it is appropriate.
How do I prevent accidental sends?
Only send the webhook after your approval step marks the invoice ready.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Clientary. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
0CodeKit and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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