Keep invoice follow-ups moving
See which invoice records need attention in a short Slack update instead of searching through them one by one.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
Invoice follow-up gets delayed when outstanding records are hard to review alongside daily work.
- Review invoice follow-ups in a familiar team channel.
- Summarize the available status and client details.
- Make the next action easier to see.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Slack once in the Notis portal.
- 2Create an automation and name it for invoice follow-ups.
- 3Tell Notis to review Agiled invoices for records needing follow-up and post a concise Slack update using available details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real invoice example and check the update for accuracy.
Questions about this workflow
Can Notis determine whether an invoice is overdue?
Only if Agiled provides the relevant status or date information, or you specify the rule and required data in the instruction.
Will this send invoices or change their status?
No. This workflow posts a Slack update based on returned invoice data; it does not send or edit invoices.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Slack. A trigger fires from one place; an action lands in another.
Agiled triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Agiled and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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