Turn overdue invoice checks into a Customer.io signal
Make the overdue status visible to your engagement workflows after a scheduled invoice review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Track Event
Records an event associated with a person, along with its properties.
Why this helps
Invoice follow-up can slip when someone must remember to check status and separately flag the right customer.
- Create a consistent signal for eligible overdue invoices.
- Reduce manual cross-checking before follow-up.
- Let Customer.io campaign logic use the recorded event.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Customer.io once in the Notis portal.
- 2Create an automation that checks available invoice status and records a Customer.io event for items matching your criteria.
- 3Choose a recurring Notis schedule as the trigger.
- 4Select a run report destination and test with one real overdue invoice.
Questions about this workflow
Can Notis determine when an invoice is overdue?
Only if the necessary due date and status information is available from Agiled or supplied in the instruction's input. Define the overdue rule explicitly.
Will this send a payment reminder?
This package records a Customer.io event. Any message requires separate campaign setup in Customer.io.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Customerio. A trigger fires from one place; an action lands in another.
Agiled triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Permanently deletes a customer profile and prevents it from being added again; this action is irreversible.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Group
Adds a person to a group, linking them to an organization, account, or project.
Get Integrations
Lists the integrations configured in your workspace.
Create Profile Alias
Merges one profile into another, moving its data to the canonical profile.
Get Messages
Retrieves messages sent from your workspace and their delivery metrics.
Get Segment Details
Retrieves details about a specific segment.
Get Segment Membership
Retrieves the people in a specific segment.
Get Segments
Lists the segments in your workspace.
Connect any two apps with Notis in the middle.
Agiled and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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