Review invoices with the agency context in view
Bring client context into invoice review so relevant records are easier to investigate.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Retrieves invoices.
Why this helps
Invoice reviews take extra effort when the client or policy context is stored elsewhere.
- Review invoices alongside relevant available client context.
- Summarize records that may need investigation.
- Show when a context match is uncertain or unavailable.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and set its name and report channel.
- 3Ask Notis to retrieve Agiled invoices, review available AgencyZoom client context, and report supported observations and uncertain matches.
- 4Select the notis_cron trigger and choose where run reports should go.
- 5Test with one real invoice review and confirm the report reflects the available data.
Questions about this workflow
Does this create or send invoices?
No. The selected action retrieves invoices for review. It does not create or send invoices.
Can this identify overdue invoices?
Only if the returned invoice information includes status or dates that support that conclusion. Ask Notis to state when those details are missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Agiled. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
Agencyzoom and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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