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Notis

Review Botpress invoice history without a manual lookup

Bring workspace billing history into a predictable review, alongside the rest of your operations.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Workspace Invoices

Lists invoices billed to a workspace.

Why this helps

Looking up past invoices only when a question comes up makes it harder to keep billing context close at hand.

  • Review returned invoice records on a schedule.
  • Summarize billing history in a concise report.
  • Keep workspace billing context easier to access.

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 list invoices for the specified Botpress workspace and summarize the records returned for your review.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real invoice-history result and confirm the report includes useful context.

Questions about this workflow

Does this retrieve the upcoming invoice?

No. This action lists invoices billed to a workspace. The upcoming invoice preview is a separate action.

Can it pay overdue invoices?

No. This workflow reviews invoice history; it does not charge invoices.

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.

TriggerScheduled

Delete File

Permanently deletes a file from a bot’s storage; this cannot be undone.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Break Down Workspace Usage By Bot

Breaks down workspace usage by bot, including invocations, storage, and AI spending.

ActionInstant

Get Account

Retrieves details of the authenticated account.

ActionInstant

BOTPRESS_CHARGE_WORKSPACE_UNPAID_INVOICES

Charges unpaid invoices for a workspace and returns which payments succeeded or failed.

ActionInstant

LIST_BOT_ISSUES

Lists issues associated with a bot.

ActionInstant

Check Handle Availability

Checks whether a workspace handle is available and suggests alternatives if it is taken.

ActionInstant

LIST_CONVERSATIONS

Lists conversations so you can retrieve chat threads.

ActionInstant

BOTPRESS_CREATE_ADMIN_INTEGRATION

Creates an integration in a workspace.

ActionInstant

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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