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Notis

See supplier invoices that need a closer look

Turn the supplier invoice list into a scheduled review that makes amounts, dates, and statuses easier to scan.

Trigger

Recurring schedule

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

Action

Get Supplier Invoices

Lists supplier invoices.

Why this helps

Supplier invoices spread across a list are easy to overlook when review time competes with the rest of the workday.

  • Bring invoice numbers, dates, amounts, and statuses into a single report.
  • Make recurring invoice review easier to fit into a routine.
  • Surface records for human review without changing invoice data.

Setup

Build it in a few focused steps.

  • 1Connect Ascora once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome from any channel.
  • 3In one instruction, ask Notis to summarize returned supplier invoices and call out statuses or dates that need review.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real invoice result and confirm the summary uses fields Ascora returns.

Questions about this workflow

Will Notis decide whether an invoice is late?

It can flag dates and statuses that meet a review rule you provide, if Ascora returns the needed fields. Otherwise it can summarize the returned data without making that judgment.

Does this workflow pay or update supplier invoices?

No. The selected action retrieves supplier invoices for a scheduled summary.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Ascora. A trigger fires from one place; an action lands in another.

Agiled triggers

Ascora actions

Recurring trigger

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

TriggerScheduled

Create Note

Adds a note to an entity using its valid system ID.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Quotation

Create a new quotation or enquiry for a customer.

ActionInstant

Create or Update Contact

Creates or updates a customer contact.

ActionInstant

Create or Update Customer

Creates a customer or updates an existing customer’s details.

ActionInstant

Get Customers

Retrieve all customers.

ActionInstant

Create or Update Supplier

Creates a supplier or updates an existing supplier’s details.

ActionInstant

Get Jobs

Retrieve a list of jobs.

ActionInstant

Delete Customer

Deletes a customer after confirming the customer exists.

ActionInstant

Connect any two apps with Notis in the middle.

Agiled and Ascora, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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