Draft invoice follow-ups in Close
Start from the invoice context and review the message before it reaches a customer.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Email
Why this helps
Writing each invoice-related follow-up from scratch takes time and makes it easy to overlook useful context.
- Reduce time spent composing routine invoice follow-ups.
- Keep the supplied invoice context close to the draft.
- Review the recipient and message before sending.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to create a draft Close email using supplied invoice context and leave it unsent for review.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real invoice example and inspect the draft before sending.
Questions about this workflow
Will this workflow send the email?
The instruction should use draft mode, which creates an unsent activity. Scheduled and outbox modes can send email externally.
Can Notis infer an email address from an invoice?
Only use recipient details included in the information provided to Notis. If the recipient is unclear, instruct Notis to skip the draft.
Can it set a follow-up date?
The action supports follow-up dates, which may create a follow-up task if there is no reply. Include one only when your process supplies a suitable date.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Close. A trigger fires from one place; an action lands in another.
Affinda triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Affinda and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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