Follow up on overdue Agiled invoices by phone
Give invoice follow-up a steady rhythm with scheduled checks and a Bolna voice agent.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Make a phone call from agent
Starts an outbound phone call with a configured voice agent.
Why this helps
Overdue invoices are easy to miss when payment tracking and customer calls happen in separate tools.
- Surface invoices needing attention
- Reduce repetitive payment reminder calls
- Keep a consistent follow-up routine
Setup
Build it in a few focused steps.
- 1Connect Agiled and Bolna once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3Tell Notis to review Agiled invoices, identify overdue balances, and have the appropriate Bolna agent call the listed contact.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real overdue invoice and confirm the recipient and call details.
Questions about this workflow
Does this workflow collect payment?
No. The selected action starts a call. It does not process a payment or update invoice status.
Can Notis decide which invoices are overdue?
It can assess invoice information returned from Agiled. Make sure the relevant due date and status are available in the records Notis can access.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Bolna. A trigger fires from one place; an action lands in another.
Agiled triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Permanently deletes a voice AI agent and all its associated data.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Abort workflow campaign
Aborts a running or paused campaign and stops executions; the terminal campaign cannot resume or be deleted.
Delete batch by id
Permanently deletes a batch campaign; this cannot be undone.
Add custom LLM model
Registers a custom OpenAI-compatible language model endpoint.
Fetch all batches by agent id
Lists batches associated with a voice AI agent.
Add Provider to Bolna
Adds a telephony or voice service provider to the account.
Get all agents
Lists the voice agents configured in an account.
Add number to SIP trunk
Adds a DID phone number to a SIP trunk.
Connect any two apps with Notis in the middle.
Agiled and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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