Keep up with replies to invoice follow-ups
See customer responses together so billing questions do not disappear in the inbox.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Why this helps
A sent invoice reminder is only useful if customer replies are seen and handled promptly.
- Gather recent billing replies for a focused review.
- Summarize questions and stated next steps.
- Make it easier to spot conversations needing attention.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to fetch recent billing replies and summarize customer questions using invoice context you provide from Agiled.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real invoice reply.
Questions about this workflow
Does this verify whether an invoice is paid?
No. It summarizes email content. Verify payment status in Agiled before making billing decisions.
Can it search for a specific invoice?
Include the invoice identifier or relevant search context in the instruction and review the returned messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Gmail. A trigger fires from one place; an action lands in another.
Agiled triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Agiled and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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