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Notis

Keep invoice follow-ups from slipping off your radar

When an Agiled invoice reaches a follow-up milestone, send a webhook to have Notis schedule the corresponding ChMeetings reminder.

Trigger

Webhook received

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

Action

ChMeetings: Create Reminder

Create a reminder for a meeting.

Why this helps

A payment follow-up can disappear between finance work and the calendar unless someone remembers to create a reminder separately.

  • Turn an invoice milestone into a scheduled reminder.
  • Keep the follow-up attached to supplied meeting context.
  • Avoid manually recreating the reminder in another system.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and ChMeetings once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for invoice follow-ups.
  • 3Tell Notis to create a ChMeetings reminder using the supplied invoice milestone, date and meeting details.
  • 4Pick the notis_webhook trigger and choose where run reports should go.
  • 5Test with one real milestone request and confirm the reminder details.

Questions about this workflow

Does Agiled automatically trigger this?

Agiled has no trigger events listed here. A notis_webhook request must start the automation.

Can the workflow decide when an invoice is overdue?

Only if the request or instruction includes the milestone status and the needed date. The listed ChMeetings action creates a reminder; it does not establish invoice status.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agiled triggers

Chmeetings actions

Recurring trigger

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

TriggerScheduled

Invite Meeting Attendee

Invite a new attendee to a meeting.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Attendee Details

Retrieve the details of a specific attendee.

ActionInstant

ChMeetings: Create Meeting

Create and schedule a meeting.

ActionInstant

ChMeetings: Create Organization

Create a new organization.

ActionInstant

ChMeetings: Create Reminder

Create a reminder for a meeting.

ActionInstant

Delete Meeting Attendee

Remove an attendee from a meeting.

ActionInstant

List Meeting Attendees

List the attendees of a meeting.

ActionInstant

ChMeetings: Delete Meeting

Permanently delete an existing meeting.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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