Follow up on invoices with a voice call
Bring invoice context into a Bolna call so your team does not have to chase every payment by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Make a phone call from agent
Starts an outbound phone call with a configured voice agent.
Why this helps
Overdue invoices can sit unnoticed when billing details need to be checked and follow-up calls arranged manually.
- Reduce manual lookup before a payment conversation.
- Give the existing Bolna agent relevant invoice context.
- Prompt timely follow-up when an invoice workflow sends data.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Bolna once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Describe how invoice details should inform a payment follow-up call using an existing Bolna agent.
- 4Choose the Notis webhook trigger and select where run reports go.
- 5Test with one real parsed invoice and a suitable contact.
Questions about this workflow
Will Notis decide whether an invoice is overdue?
Only if the request or connected workflow provides the relevant due date and payment status.
What does the automation do in Bolna?
It initiates a call through an existing agent using the context supplied to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Bolna. A trigger fires from one place; an action lands in another.
Affinda triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Permanently deletes a voice AI agent and all its associated data.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Abort workflow campaign
Aborts a running or paused campaign and stops executions; the terminal campaign cannot resume or be deleted.
Delete batch by id
Permanently deletes a batch campaign; this cannot be undone.
Add custom LLM model
Registers a custom OpenAI-compatible language model endpoint.
Fetch all batches by agent id
Lists batches associated with a voice AI agent.
Add Provider to Bolna
Adds a telephony or voice service provider to the account.
Get all agents
Lists the voice agents configured in an account.
Add number to SIP trunk
Adds a DID phone number to a SIP trunk.
Connect any two apps with Notis in the middle.
Affinda and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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