See the upcoming Botpress invoice in your regular review
Bring the next invoice preview into a routine you already check, so billing details are easier to notice.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Upcoming Invoice
Returns the upcoming invoice for a workspace to preview charges before billing.
Why this helps
Upcoming workspace charges can be easy to overlook when billing reviews happen only when an invoice arrives.
- Review an upcoming invoice on a predictable schedule.
- Summarize returned billing details in one report.
- Make invoice review easier to fit into your routine.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Botpress once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to retrieve the upcoming invoice for the specified Botpress workspace and summarize the returned billing details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real upcoming invoice result and verify the summary is clear.
Questions about this workflow
Does this charge the invoice?
No. This action retrieves the upcoming invoice preview. It does not charge an invoice.
Does it show past invoices?
No. The listed action retrieves the upcoming invoice. Use invoice history for past billing records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Botpress. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Botpress actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete File
Permanently deletes a file from a bot’s storage; this cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Break Down Workspace Usage By Bot
Breaks down workspace usage by bot, including invocations, storage, and AI spending.
Get Account
Retrieves details of the authenticated account.
BOTPRESS_CHARGE_WORKSPACE_UNPAID_INVOICES
Charges unpaid invoices for a workspace and returns which payments succeeded or failed.
LIST_BOT_ISSUES
Lists issues associated with a bot.
Check Handle Availability
Checks whether a workspace handle is available and suggests alternatives if it is taken.
LIST_CONVERSATIONS
Lists conversations so you can retrieve chat threads.
BOTPRESS_CREATE_ADMIN_INTEGRATION
Creates an integration in a workspace.
Connect any two apps with Notis in the middle.
Agile CRM and Botpress, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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